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
BMCM
426
Bryn Mawr Capital Management
Pennsylvania
$16.3M
NRS
427
Neville Rodie & Shaw
New York
$16.2M
SIG
428
Sargent Investment Group
Maryland
$16.2M
PWP
429
Principle Wealth Partners
Connecticut
$16M
IMCOOI
430
Investment Management Corp of Ontario (IMCO)
Canada
$16M
CIA
431
Concurrent Investment Advisors
Florida
$15.7M
FVWA
432
Foster Victor Wealth Advisors
South Carolina
$15.7M
HAG
433
HighPoint Advisor Group
Illinois
$15.6M
OAC
434
OMERS Administration Corp
Ontario, Canada
$15.6M
USCWA
435
U.S. Capital Wealth Advisors
Texas
$15.6M
FMI
436
F/M Investments
District of Columbia
$15.6M
AAIM
437
American Assets Investment Management
California
$15.5M
CFG
438
Citizens Financial Group
Rhode Island
$15.5M
WIA
439
World Investment Advisors
California
$15.5M
HIMCH
440
Hartford Investment Management Co (HIMCO)
Connecticut
$15.4M
WF
441
Welch & Forbes
Massachusetts
$15.4M
EWM
442
Empirical Wealth Management
Washington
$15.2M
CIS
443
Capital International Sarl
California
$15.2M
CCM
444
Coldstream Capital Management
Washington
$15.2M
TA
445
Tectonic Advisors
Texas
$15M
IWC
446
Integrated Wealth Concepts
Massachusetts
$15M
CAM
447
Congress Asset Management
Massachusetts
$14.9M
WA
448
Waverly Advisors
Alabama
$14.8M
JWCA
449
J.W. Cole Advisors
Florida
$14.7M
Walleye Trading
450
Walleye Trading
New York
$14.7M