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
CCM
626
Channing Capital Management
Illinois
$8.26M
OBAM
627
ODDO BHF Asset Management
France
$8.21M
ClearBridge Investments
628
ClearBridge Investments
New York
$8.2M
WTC
629
WhitTier Trust Company
Nevada
$8.19M
AGC
630
Aspen Grove Capital
Colorado
$8.18M
TFA
631
Toth Financial Advisory
Virginia
$8.16M
GIM
632
Goelzer Investment Management
Indiana
$8.13M
FMI
633
Factory Mutual Insurance
Massachusetts
$8.13M
VCA
634
Verdence Capital Advisors
Maryland
$8.11M
FTC
635
Farmers Trust Company
Ohio
$8.08M
MYIA
636
Mount Yale Investment Advisors
Colorado
$8.07M
OIA
637
OneDigital Investment Advisors
Kansas
$8.06M
RB
638
Rodgers Brothers
Pennsylvania
$8.05M
PCMF
639
Private Capital Management (Florida)
Florida
$8.03M
PAS
640
Park Avenue Securities
New York
$8.03M
IIM
641
Intact Investment Management
Quebec, Canada
$8.01M
SIA
642
Sit Investment Associates
Minnesota
$8M
LJHT
643
Laurie J. Hall Trustee
$7.99M
MGIA
644
Moneta Group Investment Advisors
Missouri
$7.95M
MPM
645
Meritage Portfolio Management
Kansas
$7.94M
1SB
646
1ST Source Bank
Indiana
$7.92M
FCA
647
FLC Capital Advisors
California
$7.88M
SWP
648
Sagespring Wealth Partners
Tennessee
$7.86M
LAM
649
L2 Asset Management
Massachusetts
$7.82M
HKIM
650
Hayek Kallen Investment Management
Alabama
$7.8M