3,362 hedge funds and large institutions have $163B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 212 funds opening new positions, 1,460 increasing their positions, 1,175 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

0.95% less ownership

Funds ownership: 62.99%62.04% (-0.95%)

6% less capital invested

Capital invested by funds: $172B → $163B (-$9.73B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.72B
Puts
$4.07B
Net Calls
Net Calls Change

Top Sellers

1 -$1.59B
2 -$1.38B
3 -$584M
4
BlackRock
BlackRock
New York
-$253M
5
Raymond James Financial
Raymond James Financial
Florida
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
276
Calamos Advisors
Illinois
$33.8M
Public Employees Retirement Association of Colorado
277
Public Employees Retirement Association of Colorado
Colorado
$33.7M
CA
278
CapWealth Advisors
Tennessee
$33.7M
SCTC
279
Sanibel Captiva Trust Company
Florida
$33.5M
DILIC
280
Dai-ichi Life Insurance Company
Japan
$33.5M
WJWM
281
Williams Jones Wealth Management
New York
$33.4M
PP
282
Prudential plc
United Kingdom
$33.1M
Pathstone Holdings
283
Pathstone Holdings
New Jersey
$32.7M
AA
284
ALPS Advisors
Colorado
$32.6M
AFCM
285
Applied Finance Capital Management
Puerto Rico
$32.5M
FMLI
286
Fukoku Mutual Life Insurance
Japan
$32.5M
NIM
287
NEOS Investment Management
Connecticut
$32.3M
CA
288
CSM Advisors
Pennsylvania
$32.1M
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$32M
TIAA Trust, National Association
290
TIAA Trust, National Association
North Carolina
$32M
VHAM
291
Van Hulzen Asset Management
California
$31.8M
PCM
292
Penserra Capital Management
California
$31.4M
ATC
293
Argent Trust Co
Tennessee
$31.3M
GGI
294
Godsey & Gibb Inc
Virginia
$31.3M
Man Group
295
Man Group
United Kingdom
$31.2M
Capital Research Global Investors
296
Capital Research Global Investors
California
$31M
CII
297
Capital International Inc
California
$31M
First Manhattan
298
First Manhattan
New York
$30.7M
TA
299
TruWealth Advisors
Louisiana
$30.7M
AWM
300
AE Wealth Management
Kansas
$30.6M