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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
BWS
2176
Broadway Wealth Solutions
Texas
$536K +$52.1K +213 +11%
MIFH
2177
Migdal Insurance & Financial Holdings
Israel
$535K +$94.4K +386 +22%
RWP
2178
Revolve Wealth Partners
New Jersey
$533K +$39.9K +163 +8%
DMKJ
2179
David M. Knott Jr
$533K
MLFP
2180
MPS Loria Financial Planners
Illinois
$532K +$1.71K +7 +0.3%
MCA
2181
MSH Capital Advisors
Arizona
$532K
WW
2182
Waterfront Wealth
Kansas
$532K -$62.4K -255 -11%
AA
2183
Apriem Advisors
California
$531K -$24.5K -100 -4%
SAW
2184
Signal Advisors Wealth
Michigan
$531K -$93.7K -383 -15%
DW30
2185
Drucker Wealth 3.0
New Jersey
$530K +$33.3K +136 +7%
CBT
2186
CoreFirst Bank & Trust
Kansas
$530K
C
2187
Certuity
Florida
$529K -$14.4K -59 -3%
MAG
2188
MRA Advisory Group
New Jersey
$529K +$7.09K +29 +1%
GWM
2189
Glass Wealth Management
Texas
$528K
HPG
2190
Harvest Portfolios Group
Ontario, Canada
$527K -$405K -1,656 -44%
FA
2191
Freestate Advisors
Kansas
$527K
NPF
2192
Norris Perne & French
Michigan
$527K -$249K -1,016 -32%
PB
2193
Pinnacle Bancorp
Nebraska
$527K
CPWA
2194
Cerro Pacific Wealth Advisors
California
$527K +$80.5K +329 +16%
6F
2195
626 Financial
Michigan
$527K -$115K -471 -18%
EIG
2196
Ellenbecker Investment Group
Wisconsin
$525K +$13K +53 +3%
DIP
2197
Davis Investment Partners
North Carolina
$525K +$2.69K +11 +0.5%
LAM
2198
Lifestyle Asset Management
Texas
$524K +$2.45K +10 +0.5%
NFSG
2199
Newbridge Financial Services Group
Florida
$523K +$46.5K +190 +10%
CWA
2200
Clarity Wealth Advisors
California
$522K +$48.9K +200 +11%

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.