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
RCM
401
Radnor Capital Management
Pennsylvania
$17.7M
SWP
402
Stratos Wealth Partners
Ohio
$17.7M
BCV
403
Banque Cantonale Vaudoise
Switzerland
$17.6M
SRC
404
Shufro Rose & Co
New York
$17.6M
SC
405
Savant Capital
Illinois
$17.6M
NB
406
Norinchukin Bank
Japan
$17.5M
SWP
407
Strategic Wealth Partners
Ohio
$17.4M
BAAM
408
Baker Avenue Asset Management
California
$17.3M
MT
409
Midwest Trust
Kansas
$17.3M
FIA
410
Foundations Investment Advisors
Arizona
$17.3M
AF
411
Avanza Fonder
Sweden
$17.2M
CIA
412
Capital Investment Advisors
Georgia
$17.2M
TCA
413
Transcend Capital Advisors
New Jersey
$17.2M
WS
414
Wedbush Securities
California
$16.9M
FDCDDQ
415
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.6M
EWM
416
Evercore Wealth Management
New York
$16.6M
MSU
417
Mizuho Securities USA
New York
$16.5M
SF
418
Summit Financial
New Jersey
$16.5M
KRS
419
Kentucky Retirement Systems
Kentucky
$16.5M
EH
420
Equitable Holdings
New York
$16.4M
GWM
421
Greenwich Wealth Management
Connecticut
$16.4M
BIA
422
Biondo Investment Advisors
Pennsylvania
$16.4M
JHP
423
James Hambro & Partners
United Kingdom
$16.3M
BMCM
424
Bryn Mawr Capital Management
Pennsylvania
$16.3M
NRS
425
Neville Rodie & Shaw
New York
$16.2M