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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
MSRI
2226
Michael S. Ryan Inc
New York
$510K
HFAS
2227
Hummer Financial Advisory Services
Illinois
$510K +$14.9K +61 +3%
RIA
2228
Realta Investment Advisors
Delaware
$510K -$121K -496 -19%
SAI
2229
Systematic Alpha Investments
New Jersey
$507K
SW
2230
Simplicity Wealth
New Jersey
$507K -$1.95M -7,978 -80%
EFA
2231
Evernest Financial Advisors
Indiana
$507K +$65.8K +269 +15%
WA
2232
Wambolt & Associates
Colorado
$506K +$272K +1,112 +122%
FMN
2233
Financial Management Network
California
$506K +$12K +49 +2%
FDCP
2234
Foster Dykema Cabot & Partners
Massachusetts
$506K
FA
2235
Faithward Advisors
Pennsylvania
$505K +$16.4K +67 +3%
BCM
2236
Buckhead Capital Management
Georgia
$505K -$41.8K -171 -8%
KAS
2237
KPP Advisory Services
Kentucky
$502K -$245 -1 -0%
OIA
2238
Optimum Investment Advisors
Illinois
$502K -$96.9K -396 -16%
WAM
2239
Worth Asset Management
Texas
$502K -$364K -1,490 -42%
KFI
2240
Key Financial Inc
Pennsylvania
$500K +$1.22K +5 +0.2%
MHR
2241
Matthew Hamilton Rosenberg
$500K +$23K +94 +5%
KCIC
2242
Kuhn & Co Investment Counsel
Illinois
$499K
BWM
2243
Birchcreek Wealth Management
Ohio
$498K -$38.6K -158 -7%
AIC
2244
Argus Investors Counsel
New York
$498K -$2.94K -12 -0.6%
Millennium Management
2245
Millennium Management
New York
$497K -$52.7M -215,427 -99%
EA
2246
Ergawealth Advisors
Illinois
$497K
GWSG
2247
GPS Wealth Strategies Group
Colorado
$496K -$194K -794 -28%
WAL
2248
W Advisors LLC
Tennessee
$496K +$5.63K +23 +1%
KCM
2249
KRS Capital Management
Michigan
$495K +$160K +656 +49%
APWA
2250
Atlas Private Wealth Advisors
New Jersey
$494K +$67.8K +277 +16%

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.