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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
RWS
2451
Rochester Wealth Strategies
Michigan
$391K +$385K +1,574 New
CPL
2452
CAP Partners LLC
Tennessee
$391K -$127K -519 -25%
EBWM
2453
Eagle Bluffs Wealth Management
Missouri
$391K +$245 +1 +0.1%
BFA
2454
Beacon Financial Advisory
Ohio
$390K +$42.1K +172 +12%
SFMG
2455
Sage Financial Management Group
Virginia
$390K +$17.1K +70 +5%
TCM
2456
TruNorth Capital Management
Michigan
$389K
AG
2457
AmeriFlex Group
Nevada
$389K +$151K +617 +65%
CRI
2458
Colonial River Investments
Virginia
$389K -$83.7K -342 -18%
MIM
2459
Macroview Investment Management
Maryland
$389K +$10.5K +43 +3%
HA
2460
Huntleigh Advisors
Missouri
$389K +$66K +270 +21%
MWA
2461
Monograph Wealth Advisors
California
$389K +$12.2K +50 +3%
KBFS
2462
Kohmann Bosshard Financial Services
Ohio
$389K +$13.2K +54 +4%
CPA
2463
Court Place Advisors
Maryland
$388K +$44.5K +182 +13%
ALC
2464
Alexander Labrunerie & Co
Missouri
$388K +$8.81K +36 +2%
DFP
2465
Defined Financial Planning
California
$388K +$33.8K +138 +10%
MM
2466
MQS Management
New York
$387K +$381K +1,558 New
PWM
2467
Partners Wealth Management
California
$387K
DC
2468
Dahring Cusmano
Michigan
$386K -$36.7K -150 -9%
LSA
2469
Lansing Street Advisors
Pennsylvania
$386K +$5.87K +24 +2%
HS
2470
Horan Securities
United States
$386K +$734 +3 +0.2%
TLCM
2471
Twin Lakes Capital Management
California
$385K +$734 +3 +0.2%
PMG
2472
ProVise Management Group
Florida
$385K -$13.2K -54 -3%
PFP
2473
Paragon Financial Partners
California
$384K
APW
2474
Aurora Private Wealth
New Jersey
$384K +$978 +4 +0.3%
HI
2475
Human Investing
Oregon
$383K -$94.9K -388 -20%

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.