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
BJL
676
Brighton Jones LLC
Washington
$7.12M
OAM
677
Ostrum Asset Management
France
$7.1M
MSA
678
MUFG Securities Americas
New York
$7.09M
WG
679
Winton Group
United Kingdom
$7.08M
CI
680
Capital International
California
$7.07M
RMC
681
Resources Management Corp
Connecticut
$7.07M
Squarepoint
682
Squarepoint
New York
$7.01M
SHFA
683
SS&H Financial Advisors
Michigan
$7M
HFS
684
Hantz Financial Services
Michigan
$6.99M
HC
685
Hourglass Capital
Texas
$6.97M
Fidelity International
686
Fidelity International
Bermuda
$6.94M
HDIM
687
Hanson & Doremus Investment Management
Vermont
$6.93M
KRSITF
688
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.91M
CTC
689
Central Trust Company
Missouri
$6.9M
LIM
690
Leavell Investment Management
Alabama
$6.89M
KA
691
Kintegral Advisory
New York
$6.87M
TRCT
692
Tower Research Capital (TRC)
New York
$6.85M
DWA
693
Douglass Winthrop Advisors
New York
$6.85M
MDCM
694
Morgan Dempsey Capital Management
Wisconsin
$6.8M
SWM
695
Silverlake Wealth Management
Vermont
$6.79M
CA
696
CoreCap Advisors
Michigan
$6.79M
VFM
697
Viking Fund Management
North Dakota
$6.77M
NC
698
NovaPoint Capital
Georgia
$6.74M
HCM
699
Hilton Capital Management
New York
$6.74M
SFI
700
Siemens Fonds Invest
Germany
$6.73M