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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
GWAM
2351
Guardian Wealth Advisors (Minnesota)
Minnesota
$432K -$113K -462 -21%
API
2352
Asset Planning Inc
California
$431K +$245 +1 +0.1%
SLA
2353
Silver Lake Advisory
Utah
$431K -$193K -790 -31%
CWA
2354
Continuum Wealth Advisors
New York
$430K
BWS
2355
Buck Wealth Strategies
Colorado
$430K +$6.36K +26 +2%
BFS
2356
BridgePort Financial Solutions
Iowa
$429K +$6.12K +25 +1%
TFP
2357
Triune Financial Partners
Kansas
$429K
BWG
2358
Berry Wealth Group
Texas
$428K +$83.7K +342 +25%
OBWP
2359
O'Brien Wealth Partners
Massachusetts
$428K +$6.36K +26 +2%
SPWM
2360
Spartan Planning & Wealth Management
North Carolina
$428K +$8.32K +34 +2%
TP
2361
Tranquility Partners
Tennessee
$427K
EA
2362
Everpar Advisors
Oklahoma
$427K +$70.9K +290 +20%
EWS
2363
Eagle Wealth Strategies
New Jersey
$427K +$2.2K +9 +0.5%
FVWA
2364
Foster Victor Wealth Advisors
South Carolina
$426K -$63.8K -261 -13%
CAM
2365
Claret Asset Management
Quebec, Canada
$425K -$5.43M -22,205 -93%
CVA
2366
Central Valley Advisors
California
$425K -$12.7K -52 -3%
IP
2367
Integras Partners
Georgia
$425K +$245 +1 +0.1%
WI
2368
WJ Interests
Texas
$423K +$416K +1,700 New
RG
2369
Renaissance Group
Kentucky
$422K -$18.6K -76 -4%
STB
2370
S&T Bank
Pennsylvania
$422K +$4.4K +18 +1%
FA
2371
Fountainhead AM
New Jersey
$422K +$56.5K +231 +16%
TIA
2372
Tiemann Investment Advisors
California
$421K -$9.78K -40 -2%
WTB
2373
Washington Trust Bank
Washington
$421K -$28.4K -116 -6%
NA
2374
Nordwand Advisors
Pennsylvania
$421K
DCA
2375
DSG Capital Advisors
Minnesota
$421K

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.