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
WHG
326
Westwood Holdings Group
Texas
$26.1M
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$26M
NAM
328
NorthCrest Asset Manangement
Minnesota
$25.9M
AWM
329
Apollon Wealth Management
South Carolina
$25.9M
Nordea Investment Management
330
Nordea Investment Management
Sweden
$25.8M
BF
331
BOK Financial
Oklahoma
$25.8M
CFB
332
Cullen/Frost Bankers
Texas
$25.1M
FHC
333
First Horizon Corporation
Tennessee
$25M
SS
334
SBI Securities
Japan
$25M
BFS
335
Bradley Foster & Sargent
Connecticut
$25M
ADEF
336
Adams Diversified Equity Fund
Maryland
$24.8M
HPC
337
HM Payson & Co
Maine
$24.5M
Kayne Anderson Rudnick Investment Management
338
Kayne Anderson Rudnick Investment Management
California
$24M
WIC
339
Wilkins Investment Counsel
Massachusetts
$23.9M
BWP
340
Baldwin Wealth Partners
Massachusetts
$23.7M
RWP
341
RWA Wealth Partners
Massachusetts
$23.6M
TAM
342
Tocqueville Asset Management
New York
$23.4M
HWM
343
HB Wealth Management
Georgia
$23.3M
WSFS
344
Wilmington Savings Fund Society
Delaware
$23.3M
IMRF
345
Illinois Municipal Retirement Fund
Illinois
$23.1M
SF
346
Synovus Financial
Georgia
$23M
TWC
347
TD Waterhouse Canada
Ontario, Canada
$23M
WB
348
WesBanco Bank
West Virginia
$22.8M
BCM
349
Bridgeway Capital Management
Texas
$22.8M
GIA
350
GHP Investment Advisors
Colorado
$22.6M