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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
RMAM
2426
Raab & Moskowitz Asset Management
New Jersey
$400K +$6.12K +25 +2%
FWA
2427
FSC Wealth Advisors
New York
$399K +$35.2K +144 +10%
CG
2428
Clarus Group
Texas
$398K +$14.7K +60 +4%
SWA
2429
Strategies Wealth Advisors
Michigan
$398K +$392K +1,601 New
FCG
2430
Fielder Capital Group
Tennessee
$398K +$18.8K +77 +5%
Loomis, Sayles & Company
2431
Loomis, Sayles & Company
Massachusetts
$398K +$113K +462 +41%
VI
2432
Versor Investments
New York
$398K -$392K -1,602 -50%
DP
2433
Denver PWM
Colorado
$398K +$391K +1,600 New
FFA
2434
Florida Financial Advisors
Florida
$398K -$8.81K -36 -2%
MW
2435
Maia Wealth
Colorado
$397K +$13.2K +54 +3%
SSW
2436
Stone Summit Wealth
Florida
$397K +$36.7K +150 +10%
BFA
2437
Bright Financial Advisors
Michigan
$396K
BWA
2438
Blodgett Wealth Advisors
California
$396K
MWM
2439
MinichMacGregor Wealth Management
New York
$396K +$389K +1,592 New
BWA
2440
Bordeaux Wealth Advisors
California
$396K -$2.2K -9 -0.6%
RSWA
2441
Robinson Smith Wealth Advisors
Maine
$396K +$48.9K +200 +14%
BFW
2442
Brady Family Wealth
Missouri
$395K +$734 +3 +0.2%
PCI
2443
Planning Center Inc
Illinois
$395K
FPWM
2444
FSB Premier Wealth Management
Iowa
$394K -$5.38K -22 -1%
W
2445
Wealthquest
Ohio
$393K +$1.71K +7 +0.4%
CV
2446
Counterweight Ventures
North Carolina
$393K +$3.67K +15 +1%
CA
2447
Capital Advantage
California
$393K
TCWM
2448
Total Clarity Wealth Management
Illinois
$393K
SP
2449
Stonebrook Private
Michigan
$392K +$19.3K +79 +5%
SWIG
2450
Strategic Wealth Investment Group
Kentucky
$392K -$11.3M -46,258 -97%

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.