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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, 1,483 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: 1,483 | Existing positions reduced: 1,193

0% more funds holding

Funds holding: 3,4023,414 (+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: 12288 (-34)

Holders
3,414
Holders Change
+12
Holders Change %
+0.35%
% of All Funds
44.81%
Holding in Top 10
88
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-27.87%
% of All Funds
1.16%
New
214
Increased
1,483
Reduced
1,193
Closed
142
Calls
$5.72B
Puts
$4.07B
Net Calls
+$1.65B
Net Calls Change
+$1.29B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$27B +$190M +724,832 +0.8%
BlackRock
2
BlackRock
New York
$21.7B -$234M -895,117 -1%
State Street
3
State Street
Massachusetts
$15.4B -$15.4M -58,991 -0.1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.27B +$87.1M +332,779 +2%
Capital World Investors
5
Capital World Investors
California
$4.81B +$544M +2,077,506 +14%
JP Morgan Chase
6
JP Morgan Chase
New York
$4.73B -$1.47B -5,618,915 -25%
Morgan Stanley
7
Morgan Stanley
New York
$4.52B -$26M -99,476 -0.6%
Bank of America
8
Bank of America
North Carolina
$4.34B -$10.2M -38,781 -0.3%
Northern Trust
9
Northern Trust
Illinois
$2.9B -$52.9M -202,202 -2%
Legal & General Group
10
Legal & General Group
United Kingdom
$2.06B +$46.1M +176,219 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2B -$14.5M -55,481 -0.8%
UBS AM
12
UBS AM
Illinois
$1.91B -$542M -2,069,515 -23%
Charles Schwab
13
Charles Schwab
California
$1.89B -$3.82M -14,594 -0.2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.82B +$379M +1,447,299 +29%
Goldman Sachs
15
Goldman Sachs
New York
$1.57B +$156M +596,514 +12%
Ameriprise
16
Ameriprise
Minnesota
$1.56B -$11.4M -43,531 -0.8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.41B -$5.8M -22,157 -0.4%
Amundi
18
Amundi
France
$1.38B +$190M +725,191 +18%
Wells Fargo
19
Wells Fargo
California
$1.29B -$11.9M -45,500 -1%
UBS Group
20
UBS Group
Switzerland
$1.27B +$1.75M +6,691 +0.1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.15B -$109M -414,813 -9%
Invesco
22
Invesco
Georgia
$1.11B +$22.5M +86,123 +2%
Victory Capital Management
23
Victory Capital Management
Texas
$1.02B +$26.9M +102,870 +3%
Deutsche Bank
24
Deutsche Bank
Germany
$1.02B +$58.7M +224,313 +7%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$939M -$107M -408,550 -11%

IBM Hedge Fund Activity: Q3 2025 in Review

3,414 of the 7,619 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 1,483 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.