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
NG
2826
Northstar Group
New York
$288K
TAM
2827
TCP Asset Management
Ohio
$287K
LFP
2828
Lakeshore Financial Planning
Michigan
$287K
AAM
2829
Austin Asset Management
Texas
$287K
SWG
2830
Summit Wealth Group
Vermont
$286K
CA
2831
Crane Advisory
California
$286K
PFA
2832
Pettinga Financial Advisors
Indiana
$286K
CL
2833
CIM LLC
New York
$286K
HKIMG
2834
Hutchens & Kramer Investment Management Group
Indiana
$286K
EBSAM
2835
Eubel Brady & Suttman Asset Management
Ohio
$285K
EC
2836
EdgeRock Capital
Colorado
$285K
TI
2837
Truepoint Inc
Ohio
$285K
DF
2838
Dunhill Financial
United Kingdom
$284K
AM
2839
Atwater Malick
Pennsylvania
$283K
FWM
2840
Finer Wealth Management
Massachusetts
$283K
MAM
2841
Marquette Asset Management
Minnesota
$283K
PG
2842
Prostatis Group
Maryland
$283K
ACC
2843
Acorn Creek Capital
Colorado
$283K
CWMP
2844
Clarion Wealth Managment Partners
Virginia
$283K
GSWA
2845
Good Steward Wealth Advisors
Tennessee
$282K
GWCM
2846
Godshalk Welsh Capital Management
Pennsylvania
$282K
OSNBOA
2847
Old Second National Bank of Aurora
Illinois
$282K
PCA
2848
Private Capital Advisors
Connecticut
$282K
EIP
2849
Easterly Investment Partners
Massachusetts
$282K
KC
2850
Knuff & Co
California
$282K