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
DFA
3176
DHJJ Financial Advisors
Illinois
$147K
MDA
3177
Minot DeBlois Advisors
Massachusetts
$145K
AP
3178
Aspect Partners
Virginia
$144K
Q
3179
QVR
California
$144K
OCM
3180
Osterweis Capital Management
California
$143K
SFFS
3181
Stonehage Fleming Financial Services
Jersey
$141K
GC
3182
Gould Capital
Washington
$141K
FDP
3183
Financiere des Professionnels
Quebec, Canada
$141K
PW
3184
Pandora Wealth
Illinois
$141K
FNWA
3185
Financial Network Wealth Advisors
Utah
$140K
EWP
3186
Elevation Wealth Partners
California
$139K
CIAM
3187
Caitong International Asset Management
Hong Kong
$138K
PWMG
3188
Prestige Wealth Management Group
New Jersey
$137K
CA
3189
Centerpoint Advisors
Massachusetts
$137K
TFGT
3190
TS Financial Group (TSFG)
Illinois
$134K
BIA
3191
Bell Investment Advisors
California
$133K
KFP
3192
Keener Financial Planning
Texas
$133K
EPIME
3193
Evelyn Partners Investment Management (Europe)
$133K
NECFA
3194
New England Capital Financial Advisors
Connecticut
$133K
TSMHT
3195
Thurston Springer Miller Herd & Titak
Indiana
$132K
FC
3196
Fairscale Capital
New Hampshire
$132K
AWM
3197
Activest Wealth Management
Florida
$132K
KSB
3198
Kennebec Savings Bank
Maine
$130K
SC
3199
Stephens Consulting
Michigan
$127K
GPI
3200
General Partner Inc
Pennsylvania
$127K