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
EDRH
376
Edmond de Rothschild Holding
Switzerland
$19.9M
PR
377
Payden & Rygel
California
$19.8M
IAA
378
Independent Advisor Alliance
North Carolina
$19.8M
SI
379
Stephens Inc
Arkansas
$19.7M
SCM
380
SKBA Capital Management
California
$19.7M
FT
381
Fiduciary Trust
Massachusetts
$19.6M
ECM
382
Estabrook Capital Management
New York
$19.6M
ASN
383
Advisory Services Network
Georgia
$19.6M
JCM
384
Janney Capital Management
Pennsylvania
$19.6M
CS
385
Candriam SCA
Luxembourg
$19.6M
NCM
386
Nearwater Capital Markets
Ireland
$19.6M
GIM
387
Generate Investment Management
New Zealand
$19.4M
Lazard Asset Management
388
Lazard Asset Management
New York
$19.4M
MGP
389
Metis Global Partners
California
$19.3M
AHC
390
Adell Harriman & Carpenter
Texas
$19.2M
JGUA
391
John G. Ullman & Associates
New York
$19.2M
BPC
392
Banque Pictet & Cie
Switzerland
$19M
BFA
393
Bragg Financial Advisors
North Carolina
$18.5M
NC
394
NewSquare Capital
Pennsylvania
$18.4M
VV
395
Verity & Verity
South Carolina
$18.4M
KCM
396
Kanawha Capital Management
Virginia
$18.2M
LCM
397
Logan Capital Management
Pennsylvania
$18.2M
SIS
398
Sound Income Strategies
Florida
$18.1M
WPC
399
Waters Parkerson & Co
Louisiana
$18M
JC
400
Jacobs & Co
California
$17.9M