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
Kovitz Investment Group Partners
301
Kovitz Investment Group Partners
Illinois
$29.9M
LGF
302
LGT Group Foundation
Liechtenstein
$29.9M
CRC
303
Curi RMB Capital
Illinois
$29.8M
KB
304
Kimelman & Baird
New York
$29.5M
PI
305
PineBridge Investments
New York
$29.5M
SIMG
306
Sonora Investment Management Group
Arizona
$29.3M
BEI
307
Benjamin Edwards Inc
Missouri
$29.3M
PCM
308
Parsons Capital Management
Rhode Island
$29.1M
FLPIM
309
F.L. Putnam Investment Management
Massachusetts
$29.1M
CB
310
Community Bank
New York
$29M
Allianz Asset Management
311
Allianz Asset Management
Germany
$28.9M
PAM
312
Palisade Asset Management
Minnesota
$28.7M
HW
313
Hancock Whitney
Mississippi
$28.7M
MOACM
314
Mutual of America Capital Management
New York
$28.4M
EMPI
315
Elo Mutual Pension Insurance
Finland
$28.2M
WorldQuant Millennium Advisors
316
WorldQuant Millennium Advisors
New York
$28M
PFS
317
Prospera Financial Services
Texas
$28M
SGK
318
Steigerwald Gordon & Koch
Virginia
$27.9M
CLOS
319
Compagnie Lombard Odier SCmA
Switzerland
$27.8M
ASC
320
Atalanta Sosnoff Capital
New York
$27.8M
Lido Advisors
321
Lido Advisors
California
$27.1M
N
322
Natixis
France
$26.7M
CI Investments Inc
323
CI Investments Inc
Ontario, Canada
$26.7M
PFP
324
Pinnacle Financial Partners
Tennessee
$26.7M
EF
325
Empowered Funds
Pennsylvania
$26.4M