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
GCM
826
Genus Capital Management
British Columbia, Canada
$5.1M
VFA
827
Valeo Financial Advisors
Indiana
$5.09M
CWM
828
C2C Wealth Management
Arizona
$5.09M
AAP
829
Ardsley Advisory Partners
Connecticut
$5.08M
DWA
830
Dorsey Wright & Associates
California
$5.06M
ADL
831
Asset Dedication LLC
California
$5.05M
MSE
832
MUFG Securities EMEA
United Kingdom
$5.03M
TPCW
833
TD Private Client Wealth
New York
$5.03M
NSEDCP
834
NJ State Employees Deferred Compensation Plan
New Jersey
$5.02M
PIM
835
Plato Investment Management
Australia
$5.01M
MA
836
Montag & Associates
Georgia
$5M
TE
837
Tema ETFs
New York
$5M
KC
838
Kinloch Capital
Virginia
$4.99M
NAM
839
NTV Asset Management
West Virginia
$4.98M
Verition Fund Management
840
Verition Fund Management
Connecticut
$4.98M
VAS
841
Valicenti Advisory Services
New York
$4.98M
DJSG
842
D.J. St. Germain
Massachusetts
$4.96M
SAI
843
Savvy Advisors Inc
New York
$4.96M
Fayez Sarofim & Co
844
Fayez Sarofim & Co
Texas
$4.95M
BFA
845
Bill Few Associates
Pennsylvania
$4.95M
Envestnet Portfolio Solutions
846
Envestnet Portfolio Solutions
Illinois
$4.94M
RCM
847
RNC Capital Management
California
$4.94M
ANTB
848
AMG National Trust Bank
Colorado
$4.93M
BC
849
Burney Company
Virginia
$4.92M
NGA
850
Naples Global Advisors
Florida
$4.92M