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
WANY
401
Wealthspire Advisors (New York)
New York
$17.8M
MR
402
Munich Reinsurance
$17.8M
RCM
403
Radnor Capital Management
Pennsylvania
$17.7M
SWP
404
Stratos Wealth Partners
Ohio
$17.7M
BCV
405
Banque Cantonale Vaudoise
Switzerland
$17.6M
SRC
406
Shufro Rose & Co
New York
$17.6M
SC
407
Savant Capital
Illinois
$17.6M
NB
408
Norinchukin Bank
Japan
$17.5M
SWP
409
Strategic Wealth Partners
Ohio
$17.4M
BAAM
410
Baker Avenue Asset Management
California
$17.3M
MT
411
Midwest Trust
Kansas
$17.3M
FIA
412
Foundations Investment Advisors
Arizona
$17.3M
AF
413
Avanza Fonder
Sweden
$17.2M
CIA
414
Capital Investment Advisors
Georgia
$17.2M
TCA
415
Transcend Capital Advisors
New Jersey
$17.2M
WS
416
Wedbush Securities
California
$16.9M
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.6M
EWM
418
Evercore Wealth Management
New York
$16.6M
MSU
419
Mizuho Securities USA
New York
$16.5M
SF
420
Summit Financial
New Jersey
$16.5M
KRS
421
Kentucky Retirement Systems
Kentucky
$16.5M
EH
422
Equitable Holdings
New York
$16.4M
GWM
423
Greenwich Wealth Management
Connecticut
$16.4M
BIA
424
Biondo Investment Advisors
Pennsylvania
$16.4M
JHP
425
James Hambro & Partners
United Kingdom
$16.3M