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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
PAM
2276
Parvin Asset Management
South Dakota
$476K -$8.81K -36 -2%
PA
2277
PSI Advisors
Florida
$476K -$14.9K -61 -3%
O3W
2278
Omni 360 Wealth
New Jersey
$474K -$4.4K -18 -0.9%
LWM
2279
Lyell Wealth Management
California
$474K
CT
2280
Coastline Trust
Rhode Island
$474K
SMWM
2281
Silvia McColl Wealth Management
California
$473K
GCA
2282
Gradient Capital Advisors
California
$473K +$978 +4 +0.2%
CC
2283
Capital Counsel
New York
$472K
RIM
2284
Rockbridge Investment Management
New York
$468K +$14.4K +59 +3%
LA
2285
Lakeside Advisors
Washington
$467K -$24.5K -100 -5%
KWMG
2286
King Wealth Management Group
Florida
$467K -$107K -436 -19%
CC
2287
Cadinha & Co
Hawaii
$466K -$109K -445 -19%
VCP
2288
Vista Capital Partners
Oregon
$466K +$1.22K +5 +0.3%
PPW
2289
Presilium Private Wealth
Pennsylvania
$466K +$2.45K +10 +0.5%
BFS
2290
Beacon Financial Strategies
North Carolina
$465K +$22.5K +92 +5%
FCA
2291
Fortis Capital Advisors
Kansas
$464K +$457K +1,868 New
CBT
2292
Central Bank & Trust
Kentucky
$464K +$1.96K +8 +0.4%
BBNB
2293
Baker Boyer National Bank
Washington
$464K
KTC
2294
Kentucky Trust Company
Kentucky
$463K
CBOR
2295
Community Bank of Raymore
Missouri
$463K
AA
2296
AJ Advisors
Tennessee
$462K +$2.94K +12 +0.6%
AWA
2297
Alta Wealth Advisors
Massachusetts
$461K +$454K +1,855 New
FS
2298
Financial Symmetry
North Carolina
$461K +$4.89K +20 +1%
GWANC
2299
Guardian Wealth Advisors (North Carolina)
North Carolina
$461K +$4.89K +20 +1%
MFP
2300
Meridian Financial Partners
Virginia
$460K -$5.38K -22 -1%

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.