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
DWP
301
Daymark Wealth Partners
Ohio
$30.3M
OPERF
302
Oregon Public Employees Retirement Fund
Oregon
$30M
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$29.9M
LGF
304
LGT Group Foundation
Liechtenstein
$29.9M
CRC
305
Curi RMB Capital
Illinois
$29.8M
KB
306
Kimelman & Baird
New York
$29.5M
PI
307
PineBridge Investments
New York
$29.5M
SIMG
308
Sonora Investment Management Group
Arizona
$29.3M
BEI
309
Benjamin Edwards Inc
Missouri
$29.3M
PCM
310
Parsons Capital Management
Rhode Island
$29.1M
FLPIM
311
F.L. Putnam Investment Management
Massachusetts
$29.1M
CB
312
Community Bank
New York
$29M
Allianz Asset Management
313
Allianz Asset Management
Germany
$28.9M
PAM
314
Palisade Asset Management
Minnesota
$28.7M
HW
315
Hancock Whitney
Mississippi
$28.7M
MOACM
316
Mutual of America Capital Management
New York
$28.4M
EMPI
317
Elo Mutual Pension Insurance
Finland
$28.2M
WorldQuant Millennium Advisors
318
WorldQuant Millennium Advisors
New York
$28M
PFS
319
Prospera Financial Services
Texas
$28M
SGK
320
Steigerwald Gordon & Koch
Virginia
$27.9M
CLOS
321
Compagnie Lombard Odier SCmA
Switzerland
$27.8M
ASC
322
Atalanta Sosnoff Capital
New York
$27.8M
Lido Advisors
323
Lido Advisors
California
$27.1M
N
324
Natixis
France
$26.7M
CI Investments Inc
325
CI Investments Inc
Ontario, Canada
$26.7M