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
PFP
326
Pinnacle Financial Partners
Tennessee
$26.7M
EF
327
Empowered Funds
Pennsylvania
$26.4M
WHG
328
Westwood Holdings Group
Texas
$26.1M
Pacer Advisors
329
Pacer Advisors
Pennsylvania
$26M
NAM
330
NorthCrest Asset Manangement
Minnesota
$25.9M
AWM
331
Apollon Wealth Management
South Carolina
$25.9M
Nordea Investment Management
332
Nordea Investment Management
Sweden
$25.8M
BF
333
BOK Financial
Oklahoma
$25.8M
CFB
334
Cullen/Frost Bankers
Texas
$25.1M
FHC
335
First Horizon Corporation
Tennessee
$25M
SS
336
SBI Securities
Japan
$25M
BFS
337
Bradley Foster & Sargent
Connecticut
$25M
ADEF
338
Adams Diversified Equity Fund
Maryland
$24.8M
HPC
339
HM Payson & Co
Maine
$24.5M
Kayne Anderson Rudnick Investment Management
340
Kayne Anderson Rudnick Investment Management
California
$24M
WIC
341
Wilkins Investment Counsel
Massachusetts
$23.9M
BWP
342
Baldwin Wealth Partners
Massachusetts
$23.7M
RWP
343
RWA Wealth Partners
Massachusetts
$23.6M
TAM
344
Tocqueville Asset Management
New York
$23.4M
HWM
345
HB Wealth Management
Georgia
$23.3M
WSFS
346
Wilmington Savings Fund Society
Delaware
$23.3M
IMRF
347
Illinois Municipal Retirement Fund
Illinois
$23.1M
SF
348
Synovus Financial
Georgia
$23M
TWC
349
TD Waterhouse Canada
Ontario, Canada
$23M
WB
350
WesBanco Bank
West Virginia
$22.8M