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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
BS
2401
Brighton Securities
New York
$411K -$61.9K -253 -13%
QC
2402
Quantessence Capital
New York
$410K +$404K +1,650 New
WCM
2403
Wedge Capital Management
North Carolina
$410K -$7.83K -32 -2%
LF
2404
Lee Financial
Texas
$410K -$62.1K -254 -13%
SPI
2405
Sutton Place Investors
New York
$409K -$807K -3,300 -67%
RPA
2406
Rock Point Advisors
Vermont
$409K -$3.67K -15 -0.9%
RWS
2407
Resolute Wealth Strategies
Mississippi
$409K +$5.14K +21 +1%
NSB
2408
Norway Savings Bank
Maine
$408K
GHA
2409
GW Henssler & Associates
Georgia
$408K +$4.16K +17 +1%
BAM
2410
Boyar Asset Management
New York
$408K
CCA
2411
Cottonwood Capital Advisors
Utah
$408K
ACGA
2412
Atlanta Consulting Group Advisors
Georgia
$407K
HIA
2413
HTG Investment Advisors
Connecticut
$406K -$5.87K -24 -1%
ODIJL
2414
One Day In July LLC
Vermont
$405K +$174K +711 +78%
SCI
2415
Stableford Capital II
Arizona
$404K
IWM
2416
Integris Wealth Management
California
$403K -$4.89K -20 -1%
IP
2417
Isthmus Partners
Wisconsin
$403K
CH
2418
Canton Hathaway
Rhode Island
$403K
NCM
2419
Noesis Capital Mangement
Florida
$403K
AIP
2420
Almanack Investment Partners
Pennsylvania
$402K -$65.3K -267 -14%
HIA
2421
HFM Investment Advisors
New Jersey
$402K +$396K +1,617 New
SDWMA
2422
Schneider Downs Wealth Management Advisors
Pennsylvania
$401K
PWM
2423
Paulson Wealth Management
Illinois
$400K -$59.7K -244 -13%
KFA
2424
Krane Funds Advisors
New York
$400K -$22.5K -92 -5%
DAM
2425
Diamant Asset Management
Connecticut
$400K

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.