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3,258 hedge funds and large institutions have $146B invested in IBM in 2025 Q1 according to their latest regulatory filings, with 292 funds opening new positions, 1,249 increasing their positions, 1,284 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 292 | Existing positions closed: 123

32% more call options, than puts

Call options by funds: $3.9B | Put options by funds: $2.96B

15% more capital invested

Capital invested by funds: $127B → $146B (+$18.7B)

13% more funds holding in top 10

Funds holding in top 10: 8495 (+11)

4% more funds holding

Funds holding: 3,1393,258 (+119)

1.16% more ownership

Funds ownership: 62.15%63.31% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,249 | Existing positions reduced: 1,284

Holders
3,258
Holders Change
+119
Holders Change %
+3.79%
% of All Funds
43.68%
Holding in Top 10
95
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.1%
% of All Funds
1.27%
New
292
Increased
1,249
Reduced
1,284
Closed
123
Calls
$3.9B
Puts
$2.96B
Net Calls
+$942M
Net Calls Change
-$645M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
2151
McIlrath & Eck
Washington
$553K +$47.9K +196 +10%
FNBSF
2152
First National Bank Sioux Falls
South Dakota
$553K -$196K -800 -26%
NA
2153
Nautilus Advisors
California
$552K -$15.4K -63 -3%
WPP
2154
Whalerock Point Partners
Rhode Island
$552K
PIP
2155
Peachtree Investment Partners
Florida
$550K +$125K +513 +30%
AWM
2156
AllSquare Wealth Management
New York
$549K
MPW
2157
MA Private Wealth
California
$549K +$18.8K +77 +4%
AIM
2158
Acropolis Investment Management
Missouri
$549K +$3.18K +13 +0.6%
AWM
2159
Aprio Wealth Management
Georgia
$548K +$149K +608 +38%
RCM
2160
Raleigh Capital Management
North Carolina
$547K -$1.74M -7,097 -76%
VIM
2161
Vinva Investment Management
Australia
$545K +$547K +2,235 New
LBC
2162
Leigh Baldwin & Co
New York
$545K -$3.18K -13 -0.6%
LMKC
2163
L.M. Kohn & Company
Ohio
$545K -$16.9K -69 -3%
LA
2164
LVW Advisors
New York
$542K +$75.1K +307 +16%
COCM
2165
Charter Oak Capital Management
New Hampshire
$542K -$88.3K -361 -14%
HP
2166
Holistic Planning
Texas
$542K
GPWM
2167
Grant Private Wealth Management
California
$541K -$1.47K -6 -0.3%
FCIM
2168
Fairview Capital Investment Management
California
$541K -$79.3K -324 -13%
Fidelity International
2169
Fidelity International
Bermuda
$540K -$78.3K -320 -13%
AFT
2170
Alpha Family Trust
California
$538K
PIM
2171
Progressive Investment Management
Oregon
$538K +$3.67K +15 +0.7%
BIG
2172
Brookwood Investment Group
Arizona
$538K +$529K +2,162 New
FHC
2173
First Heartland Consultants
Missouri
$537K -$3.18K -13 -0.6%
BCM
2174
BluePath Capital Management
Georgia
$536K -$574K -2,348 -52%
AL
2175
Arnhold LLC
New York
$536K

IBM Hedge Fund Activity: Q1 2025 in Review

3,258 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2025, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 292 funds opened new IBM positions and 123 closed out — a net gain of 169 holders — while 1,249 added to existing stakes and 1,284 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.85B. The largest seller was State Street, cutting an estimated $262M.

  • 3,258 institutional investors held IBM (IBM) as of Q1 2025, up from 3,139 in Q4 2024.
  • Funds reported $146B of IBM stock for Q1 2025, up 15% quarter-over-quarter.
  • 292 funds opened new IBM positions in Q1 2025 and 123 closed out, a net change of +169 holders.
  • The largest IBM buyer in Q1 2025 was JP Morgan Chase, an estimated $1.85B added.
  • The largest IBM seller in Q1 2025 was State Street, an estimated $262M sold.

Based on aggregated 13F filings for Q1 2025.