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IBM

3,414 hedge funds and large institutions have $163B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 214 funds opening new positions, 1,484 increasing their positions, 1,193 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 142

40% more call options, than puts

Call options by funds: $5.72B | Put options by funds: $4.07B

24% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,193

0% more funds holding

Funds holding: 3,402 → 3,414 (+12)

1.08% less ownership

Funds ownership: 63.29% → 62.21% (-1.1%)

7% less capital invested

Capital invested by funds: $175B → $163B (-$11.5B)

28% less funds holding in top 10

Funds holding in top 10: 122 → 88 (-34)

Holders
3,414
Holders Change
+12
Holders Change %
+0.35%
% of All Funds
44.8%
Holding in Top 10
88
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-27.87%
% of All Funds
1.15%
New
214
Increased
1,484
Reduced
1,193
Closed
142
Calls
$5.72B
Puts
$4.07B
Net Calls
+$1.65B
Net Calls Change
+$1.29B

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$544M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$423M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$379M
4
Marshall Wace
Marshall Wace
United Kingdom
+$283M
5
Stifel Financial
Stifel Financial
Missouri
+$264M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.47B
2
GQG Partners
GQG Partners
Florida
-$1.38B
3
UBS AM
UBS AM
Illinois
-$542M
4
BC
Broadwater Capital
Massachusetts
-$496M
5
BlackRock
BlackRock
New York
-$234M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1251
Tradition Wealth Management
Minnesota
$2.25M +$22.2K +85 +1%
DE
1252
Diversified Enterprises
Delaware
$2.24M +$83.2K +318 +4%
SGCA
1253
Steel Grove Capital Advisors
Tennessee
$2.24M – – –
FFS
1254
Founders Financial Securities
Maryland
$2.24M -$27.2K -104 -1%
BLFG
1255
Brian Low Financial Group
Louisiana
$2.23M +$793K +3,030 +62%
CAM
1256
Cidel Asset Management
Ontario, Canada
$2.22M -$35.9K -137 -2%
WFMPM
1257
Woodley Farra Manion Portfolio Management
Indiana
$2.22M +$14.4K +55 +0.7%
NAAA
1258
New Age Alpha Advisors
New York
$2.22M -$36.9K -141 -2%
EWA
1259
Exencial Wealth Advisors
Oklahoma
$2.21M +$101K +385 +5%
FFG
1260
Fortress Financial Group
Minnesota
$2.21M +$785 +3 +0%
WAS
1261
WESPAC Advisors SoCal
California
$2.21M +$78.8K +301 +4%
MA
1262
MJP Associates
Connecticut
$2.21M +$109K +415 +6%
IAS
1263
Insigneo Advisory Services
Florida
$2.21M +$115K +440 +6%
RPC
1264
Rossmore Private Capital
Connecticut
$2.2M – – –
RSC
1265
Red Spruce Capital
Pennsylvania
$2.2M +$4.45K +17 +0.2%
NAS
1266
Nicolet Advisory Services
Wisconsin
$2.2M -$16.5K -63 -0.8%
BHBT
1267
Burke & Herbert Bank & Trust
Virginia
$2.19M -$69.6K -266 -3%
NFA
1268
Northern Financial Advisors
Michigan
$2.19M +$180K +689 +10%
RIM
1269
Redwood Investment Management
Arizona
$2.19M +$1.43M +5,450 +238%
IJWM
1270
Inman Jager Wealth Management
Mississippi
$2.18M -$84K -321 -4%
HFBOT
1271
Home Federal Bank of Tennessee
Tennessee
$2.18M -$26.2K -100 -1%
VAS
1272
Vestmark Advisory Solutions
Massachusetts
$2.18M +$1.63M +6,209 +414%
CTFG
1273
Capstone Triton Financial Group
Oklahoma
$2.18M +$11.8K +45 +0.6%
VA
1274
Valmark Advisers
Ohio
$2.18M +$402K +1,535 +25%
WF
1275
Warner Financial
Maryland
$2.17M +$785 +3 +0%
49 50
51
52 53

IBM Hedge Fund Activity: Q3 2025 in Review

3,414 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2025, worth a combined $163B — down 6.6% from $175B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new IBM positions and 142 closed out — a net gain of 72 holders — while 1,484 added to existing stakes and 1,193 trimmed.

The largest buyer was Capital World Investors, adding an estimated $544M. The largest seller was JP Morgan Chase, cutting an estimated $1.47B.

  • 3,414 institutional investors held IBM (IBM) as of Q3 2025, up from 3,402 in Q2 2025.
  • Funds reported $163B of IBM stock for Q3 2025, down 6.6% quarter-over-quarter.
  • 214 funds opened new IBM positions in Q3 2025 and 142 closed out, a net change of +72 holders.
  • The largest IBM buyer in Q3 2025 was Capital World Investors, an estimated $544M added.
  • The largest IBM seller in Q3 2025 was JP Morgan Chase, an estimated $1.47B sold.

Based on aggregated 13F filings for Q3 2025.