3,346 hedge funds and large institutions have $162B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 1,456 increasing their positions, 1,169 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:

0.97% less ownership

Funds ownership: 62.93%61.96% (-0.97%)

6% less capital invested

Capital invested by funds: $172B → $162B (-$9.79B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,346
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
AC
3401
ASB Consultores
Florida
DWG
3402
Darden Wealth Group
Michigan
CWMGP
3403
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
PPWM
3404
PFG Private Wealth Management
Florida
IA
3405
IAM Advisory
Pennsylvania
AMM
3406
American Money Management
California
MPM
3407
MBB Public Markets
Illinois
LAM
3408
Longboard Asset Management
Arizona
SMFG
3409
Sumitomo Mitsui Financial Group
Japan
QAM
3410
Q3 Asset Management
Michigan
PAG
3411
Private Advisory Group
Washington
JLBC
3412
J.L. Bainbridge & Co
Florida
MS
3413
Maven Securities
Jersey
BIA
3414
Barry Investment Advisors
Massachusetts
EFA
3415
Edge Financial Advisors
Illinois
VEA
3416
Virtus ETF Advisers
New York
TA
3417
TFB Advisors
Kansas
LCC
3418
Lincoln Capital Corp
Rhode Island
SMH
3419
Sanders Morris Harris
Texas
OFS
3420
Orrstown Financial Services
Pennsylvania
MCM
3421
Massar Capital Management
Connecticut
AF
3422
Affiance Financial
Minnesota
CNTOF
3423
Canandaigua National Trust of Florida
New York
DL
3424
DOHJ LLC
Washington
MCC
3425
Malaga Cove Capital
California