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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
PWM
2376
Prosperity Wealth Management
California
$420K +$3.67K +15 +0.9%
PPC
2377
Pennington Partners & Co
Maryland
$419K -$106K -434 -20%
BIA
2378
Beacon Investment Advisors
Maryland
$419K +$21K +86 +5%
FZCM
2379
Flynn Zito Capital Management
New York
$419K +$1.47K +6 +0.4%
MWPCG
2380
Measured Wealth Private Client Group
New Hampshire
$419K +$107K +437 +35%
SMA
2381
Seven Mile Advisory
New Jersey
$418K +$27.9K +114 +7%
SWM
2382
Seed Wealth Management
Illinois
$418K
CB
2383
CNB Bank
Pennsylvania
$417K -$8.32K -34 -2%
BOH
2384
Bank of Hawaii
Hawaii
$417K -$56.3K -230 -12%
FFA
2385
Fragasso Financial Advisors
Pennsylvania
$417K +$23.5K +96 +6%
MAMG
2386
Milestone Asset Management Group
Connecticut
$416K +$245 +1 +0.1%
CFG
2387
Carr Financial Group
Massachusetts
$415K +$16.1K +66 +4%
BAMG
2388
Brand Asset Management Group
Missouri
$415K
SCA
2389
Southern Capital Advisors
Tennessee
$415K +$1.47K +6 +0.4%
FFA
2390
Fairfield Financial Advisors
Massachusetts
$415K +$226K +922 +123%
PP
2391
PFS Partners
New Jersey
$415K -$1.71K -7 -0.4%
AP
2392
Adero Partners
California
$413K +$30.3K +124 +8%
SIAP
2393
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$413K +$83.9K +343 +26%
GIP
2394
Greatmark Investment Partners
Georgia
$413K
OCBCO
2395
Oversea-Chinese Banking Corp (OCBC)
Singapore
$412K +$107K +436 +36%
VFPW
2396
Vantage Financial Partners (Wisconsin)
Wisconsin
$412K +$2.45K +10 +0.6%
SPP
2397
Single Point Partners
Massachusetts
$412K
TWM
2398
Trinity Wealth Management
Pennsylvania
$412K +$1.96K +8 +0.5%
AG
2399
AlTi Global
New York
$411K -$66.8K -273 -14%
IPWA
2400
International Private Wealth Advisors
California
$411K +$16.6K +68 +4%

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.