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