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
IAA
376
Independent Advisor Alliance
North Carolina
$19.8M
SI
377
Stephens Inc
Arkansas
$19.7M
SCM
378
SKBA Capital Management
California
$19.7M
FT
379
Fiduciary Trust
Massachusetts
$19.6M
ECM
380
Estabrook Capital Management
New York
$19.6M
ASN
381
Advisory Services Network
Georgia
$19.6M
JCM
382
Janney Capital Management
Pennsylvania
$19.6M
CS
383
Candriam SCA
Luxembourg
$19.6M
NCM
384
Nearwater Capital Markets
Ireland
$19.6M
GIM
385
Generate Investment Management
New Zealand
$19.4M
Lazard Asset Management
386
Lazard Asset Management
New York
$19.4M
MGP
387
Metis Global Partners
California
$19.3M
AHC
388
Adell Harriman & Carpenter
Texas
$19.2M
JGUA
389
John G. Ullman & Associates
New York
$19.2M
BPC
390
Banque Pictet & Cie
Switzerland
$19M
BFA
391
Bragg Financial Advisors
North Carolina
$18.5M
NC
392
NewSquare Capital
Pennsylvania
$18.4M
VV
393
Verity & Verity
South Carolina
$18.4M
KCM
394
Kanawha Capital Management
Virginia
$18.2M
LCM
395
Logan Capital Management
Pennsylvania
$18.2M
SIS
396
Sound Income Strategies
Florida
$18.1M
WPC
397
Waters Parkerson & Co
Louisiana
$18M
JC
398
Jacobs & Co
California
$17.9M
WANY
399
Wealthspire Advisors (New York)
New York
$17.8M
MR
400
Munich Reinsurance
$17.8M