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
KFP
601
KMG Fiduciary Partners
Ohio
$8.73M
DAS
602
Dynamic Advisor Solutions
Arizona
$8.71M
VT
603
Vise Technologies
New York
$8.7M
CAG
604
Crestwood Advisors Group
Massachusetts
$8.7M
NIA
605
NIA Impact Advisors
California
$8.66M
GIA
606
Gladstone Institutional Advisory
Florida
$8.65M
TS
607
Triglav Skladi
Slovenia
$8.55M
AIP
608
Ameritas Investment Partners
Nebraska
$8.53M
HIC
609
Holderness Investments Company
North Carolina
$8.53M
SCM
610
SCS Capital Management
Massachusetts
$8.5M
AAP
611
Arax Advisory Partners
Colorado
$8.48M
CNBT
612
Canandaigua National Bank & Trust
New York
$8.48M
KL
613
KWMG LLC
Kansas
$8.42M
RIA
614
Regal Investment Advisors
Michigan
$8.42M
CIP
615
Convergence Investment Partners
Florida
$8.38M
NMIMC
616
Northwestern Mutual Investment Management Company
Wisconsin
$8.38M
S
617
SignatureFD
Georgia
$8.36M
RFM
618
Royal Fund Management
Florida
$8.36M
BE
619
Bonness Enterprises
District of Columbia
$8.34M
SC
620
Searle & Co
Connecticut
$8.34M
PA
621
Parallel Advisors
California
$8.32M
PWAM
622
Private Wealth Asset Management
Iowa
$8.28M
CCM
623
Channing Capital Management
Illinois
$8.26M
OBAM
624
ODDO BHF Asset Management
France
$8.21M
ClearBridge Investments
625
ClearBridge Investments
New York
$8.2M