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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
SA
2301
Strategic Advocates
Utah
$460K -$67.5K -276 -13%
CNB
2302
Camden National Bank
Maine
$457K
NRC
2303
New Republic Capital
North Carolina
$457K +$31.1K +127 +7%
NMCM
2304
Nicholson Meyer Capital Management
Missouri
$456K +$449K +1,834 New
HPBT
2305
Hickory Point Bank & Trust
Illinois
$456K -$9.78K -40 -2%
RA
2306
Rise Advisors
New York
$456K +$22K +90 +5%
SRB
2307
Shotwell Rutter Baer
Michigan
$455K
AWM
2308
Ariadne Wealth Management
California
$455K -$51.9K -212 -10%
VBA
2309
von Borstel & Associates
Oregon
$454K -$5.63K -23 -1%
CCFCSB
2310
Cape Cod Five Cents Savings Bank
Massachusetts
$454K
FFG
2311
Fiduciary Financial Group
California
$454K -$45.3K -185 -9%
FW
2312
Fidato Wealth
Ohio
$454K +$10.3K +42 +2%
MHIC
2313
Marble Harbor Investment Counsel
Massachusetts
$453K -$73.4K -300 -14%
MIM
2314
Miller Investment Management
Pennsylvania
$453K
M
2315
MOTCO
Texas
$453K -$615K -2,514 -58%
NEI
2316
Northwest & Ethical Investments
Ontario, Canada
$451K +$444K +1,817 New
PSC
2317
Prentiss Smith & Co
Vermont
$450K
CWM
2318
Challenger Wealth Management
California
$449K -$978 -4 -0.2%
MA
2319
MCF Advisors
Kentucky
$449K -$12K -49 -3%
HSWM
2320
Hubbell Strickland Wealth Management
Louisiana
$449K
SAM
2321
Selway Asset Management
$448K -$428K -1,750 -49%
WW
2322
Westshore Wealth
California
$448K
RTC
2323
Riverview Trust Company
Washington
$447K -$3.91K -16 -0.9%
VCAM
2324
Van Cleef Asset Management
Ohio
$446K
PP
2325
Pacifica Partners
Canada
$445K +$3.42K +14 +0.8%

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.