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
MWM
451
Meridian Wealth Management
Kentucky
$14.7M
Nomura Holdings
452
Nomura Holdings
Japan
$14.7M
DP
453
Dearborn Partners
Illinois
$14.6M
FFBTD
454
First Financial Bank - Trust Division
Ohio
$14.5M
RFC
455
Regions Financial Corp
Alabama
$14.5M
BP
456
BNP Paribas
France
$14.5M
VanEck Associates
457
VanEck Associates
New York
$14.5M
AssetMark Inc
458
AssetMark Inc
California
$14.4M
GH
459
GAM Holding
Switzerland
$14.3M
MOS
460
MGO One Seven
Ohio
$14.3M
NB
461
NBT Bank
New York
$14.2M
CG
462
Cynosure Group
Utah
$14.1M
BCM
463
Beddow Capital Management
Wyoming
$14.1M
RIA
464
RPG Investment Advisory
California
$14.1M
VRS
465
Virginia Retirement Systems
Virginia
$14M
Twin Tree Management
466
Twin Tree Management
Texas
$13.9M
GFG
467
Greystone Financial Group
Michigan
$13.8M
LSERS
468
Louisiana State Employees Retirement System
Louisiana
$13.8M
BWL
469
Bogart Wealth LLC
Virginia
$13.8M
HIMC
470
Heritage Investors Management Corp
Maryland
$13.8M
FSA
471
Franklin Street Advisors
North Carolina
$13.7M
BPWM
472
Badgley Phelps Wealth Managers
Washington
$13.6M
KOCAA
473
Knights of Columbus Asset Advisors
Connecticut
$13.5M
GIA
474
Guyasuta Investment Advisors
Pennsylvania
$13.5M
CCM
475
Cohen Capital Management
California
$13.4M