3,346 hedge funds and large institutions have $162B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 1,456 increasing their positions, 1,169 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:

0.97% less ownership

Funds ownership: 62.93%61.96% (-0.97%)

6% less capital invested

Capital invested by funds: $172B → $162B (-$9.79B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,346
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
CA
276
CapWealth Advisors
Tennessee
$33.7M
SCTC
277
Sanibel Captiva Trust Company
Florida
$33.5M
DILIC
278
Dai-ichi Life Insurance Company
Japan
$33.5M
WJWM
279
Williams Jones Wealth Management
New York
$33.4M
PP
280
Prudential plc
United Kingdom
$33.1M
Pathstone Holdings
281
Pathstone Holdings
New Jersey
$32.7M
AA
282
ALPS Advisors
Colorado
$32.6M
AFCM
283
Applied Finance Capital Management
Puerto Rico
$32.5M
FMLI
284
Fukoku Mutual Life Insurance
Japan
$32.5M
NIM
285
NEOS Investment Management
Connecticut
$32.3M
CA
286
CSM Advisors
Pennsylvania
$32.1M
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$32M
TIAA Trust, National Association
288
TIAA Trust, National Association
North Carolina
$32M
VHAM
289
Van Hulzen Asset Management
California
$31.8M
PCM
290
Penserra Capital Management
California
$31.4M
ATC
291
Argent Trust Co
Tennessee
$31.3M
GGI
292
Godsey & Gibb Inc
Virginia
$31.3M
Man Group
293
Man Group
United Kingdom
$31.2M
Capital Research Global Investors
294
Capital Research Global Investors
California
$31M
CII
295
Capital International Inc
California
$31M
First Manhattan
296
First Manhattan
New York
$30.7M
TA
297
TruWealth Advisors
Louisiana
$30.7M
AWM
298
AE Wealth Management
Kansas
$30.6M
DWP
299
Daymark Wealth Partners
Ohio
$30.3M
OPERF
300
Oregon Public Employees Retirement Fund
Oregon
$30M