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
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$57.2M
DADC
202
D.A. Davidson & Co
Montana
$55.8M
BPA
203
Beacon Pointe Advisors
California
$55.2M
SFA
204
Sequoia Financial Advisors
Ohio
$55.1M
TI
205
Tidal Investments
Wisconsin
$54.9M
QCM
206
Quantinno Capital Management
New York
$54.9M
EAM
207
Erste Asset Management
Austria
$54.4M
Caisse de Depot et Placement du Quebec (CDPQ)
208
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$53.4M
Acadian Asset Management
209
Acadian Asset Management
Massachusetts
$53.2M
IMPI
210
Ilmarinen Mutual Pension Insurance
Finland
$53M
AAM
211
Advisors Asset Management
Colorado
$52.2M
BAMF
212
BI Asset Management Fondsmaeglerselskab
Denmark
$52.1M
DC
213
Davenport & Co
Virginia
$51.6M
KAS
214
Kestra Advisory Services
Texas
$51.3M
AB
215
Amalgamated Bank
New York
$51M
II
216
IFM Investors
Australia
$50.9M
ELC
217
Edgar Lomax Company
Virginia
$50.7M
CCM
218
Cullen Capital Management
New York
$48.2M
PAG
219
Private Advisor Group
New Jersey
$48.1M
DLA
220
Douglas Lane & Associates
New York
$47.4M
AP
221
Americana Partners
Texas
$47.2M
HNB
222
Huntington National Bank
Ohio
$46.8M
P
223
&Partners
Tennessee
$46.5M
TRSOTSOK
224
Teachers Retirement System of the State of Kentucky
Kentucky
$46.5M
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$45.9M