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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
MIM
2251
Moseley Investment Management
Florida
$493K -$8.32K -34 -2%
RF
2252
Rossby Financial
Florida
$492K +$245K +1,000 +89%
EBT
2253
Enterprise Bank & Trust
Massachusetts
$492K
LPAM
2254
Lodestar Private Asset Management
California
$490K -$44.3K -181 -8%
PJSIMP
2255
P.J. Schmidt Investment Management (PJS)
Wisconsin
$490K
MTC
2256
Matrix Trust Company
Colorado
$489K +$92.2K +377 +24%
BWP
2257
Balboa Wealth Partners
Arizona
$488K -$73.4K -300 -13%
TIP
2258
Tandem Investment Partners
New Jersey
$487K -$9.29K -38 -2%
SFS
2259
Security Financial Services
Indiana
$487K +$13.2K +54 +3%
LS
2260
Leelyn Smith
Illinois
$486K -$45K -184 -9%
KAM
2261
KEB Asset Management
Illinois
$486K +$489 +2 +0.1%
CFG
2262
CKW Financial Group
Hawaii
$485K +$1.47K +6 +0.3%
FCM
2263
Fourpath Capital Management
Oklahoma
$485K -$78.3K -320 -14%
TLFA
2264
True Link Financial Advisors
California
$484K +$6.85K +28 +1%
WAM
2265
WNY Asset Management
New York
$484K +$29.6K +121 +7%
RWM
2266
RBA Wealth Management
California
$483K -$13.7K -56 -3%
SWP
2267
Summit Wealth Partners
Florida
$481K +$245 +1 +0.1%
BAM
2268
BOS Asset Management
Illinois
$479K
HI
2269
Hoey Investments
Pennsylvania
$479K
VAF
2270
Values Added Financial
District of Columbia
$479K +$23.5K +96 +5%
ACA
2271
Affinity Capital Advisors
California
$478K -$6.85K -28 -1%
CWP
2272
CFM Wealth Partners
Texas
$477K
GI
2273
Gradient Investments
Minnesota
$477K +$7.09K +29 +2%
PCH
2274
PGIM Custom Harvest
New Jersey
$477K +$163K +667 +53%
GCP
2275
Gill Capital Partners
Colorado
$476K +$129K +529 +38%

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.