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
OC
351
Oppenheimer & Co
New York
$22.6M
MC
352
Moors & Cabot
Massachusetts
$22.6M
OAM
353
Oppenheimer Asset Management
New York
$22.2M
MCM
354
MAI Capital Management
Ohio
$22.1M
VI
355
Vestcor Inc
New Brunswick, Canada
$22.1M
VA
356
Vident Advisory
Georgia
$22M
KPWS
357
Kestra Private Wealth Services
Texas
$21.9M
ACIM
358
Azimuth Capital Investment Management
Michigan
$21.8M
SC
359
Scotia Capital
Ontario, Canada
$21.7M
FFM
360
Fisher Funds Management
New Zealand
$21.3M
TNBTD
361
Trustmark National Bank Trust Department
Mississippi
$21M
BHWM
362
Bar Harbor Wealth Management
New Hampshire
$21M
TSW
363
Thompson Siegel & Walmsley
Virginia
$20.9M
AI
364
Atria Investments
North Carolina
$20.7M
CIC
365
Canal Insurance Company
South Carolina
$20.6M
GAM
366
Generali Asset Management
Italy
$20.4M
RCYC
367
Richard C. Young & Co
Rhode Island
$20.3M
BMSSC
368
B. Metzler seel. Sohn & Co
Germany
$20.2M
ACA
369
Aptus Capital Advisors
Alabama
$20.1M
A
370
AustralianSuper
Australia
$20M
PMAM
371
Picton Mahoney Asset Management
Ontario, Canada
$19.9M
JMFC
372
J.M. Forbes & Co
Massachusetts
$19.9M
CIC
373
Crawford Investment Counsel
Georgia
$19.9M
EDRH
374
Edmond de Rothschild Holding
Switzerland
$19.9M
PR
375
Payden & Rygel
California
$19.8M