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
BAM
3301
Bellevue Asset Management
Washington
$29.3K
HC
3302
Hara Capital
Washington
$28.2K
SIP
3303
Sellwood Investment Partners
Oregon
$28.2K
SC
3304
Swan Capital
Florida
$28.2K
MHIP
3305
Mountain Hill Investment Partners
New Jersey
$28.2K
CCMI
3306
Creative Capital Management Investments
California
$26.2K
AAG
3307
Accordant Advisory Group
Maryland
$26K
MFG
3308
Mendota Financial Group
Wisconsin
$25.4K
WAS
3309
Winch Advisory Services
Wisconsin
$24.3K
QWM
3310
Quaker Wealth Management
New Jersey
$23.4K
RWS
3311
Retirement Wealth Solutions
Wisconsin
$22.9K
PSFG
3312
Park Square Financial Group
Georgia
$20K
RJA
3313
Ross\Johnson & Associates
Minnesota
$19.5K
AIM
3314
Access Investment Management
Georgia
$18.3K
ITFISA
3315
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$18.3K
GWS
3316
Greykasell Wealth Strategies
California
$18.3K
HAP
3317
Harbor Asset Planning
Massachusetts
$17.7K
HB
3318
Horizon Bancorp
Indiana
$17K
WFA
3319
Wells Financial Advisors
Massachusetts
$16.4K
BSC
3320
Brown Shipley & Co
United Kingdom
$16.4K
TPBG
3321
Turning Point Benefit Group
Maryland
$15.8K
AIM
3322
Arcadia Investment Management
Michigan
$15.5K
RWA
3323
Redmont Wealth Advisors
Illinois
$15K
BFS
3324
Bare Financial Services
Pennsylvania
$14.7K
LAM
3325
Lummis Asset Management
Texas
$14.7K