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
GI
501
Gradient Investments
Minnesota
$12.1M
WA
502
WealthTrust Axiom
Pennsylvania
$12M
SPG
503
Strategic Planning Group
Utah
$12M
AWM
504
Axxcess Wealth Management
California
$12M
BCI
505
Brinker Capital Investments
Pennsylvania
$11.8M
CA
506
Clearstead Advisors
Ohio
$11.7M
SW
507
SVB Wealth
Massachusetts
$11.7M
IC
508
IEQ Capital
California
$11.7M
WIM
509
WealthPlan Investment Management
Nebraska
$11.6M
AWAG
510
ARS Wealth Advisors Group
Florida
$11.6M
SCM
511
Shelton Capital Management
Colorado
$11.6M
AMBIA
512
Allen Mooney & Barnes Investment Advisors
Georgia
$11.5M
JIC
513
Johnson Investment Counsel
Ohio
$11.5M
HAI
514
Hennessy Advisors Inc
California
$11.5M
LIM
515
Lathrop Investment Management
Arkansas
$11.4M
A
516
Allianz
Germany
$11.3M
FDDB
517
Fidelity D&D Bancorp
Pennsylvania
$11.3M
IEFM
518
IQ EQ Fund Management
Ireland
$11.2M
LNWTC
519
Laird Norton Wetherby Trust Company
Washington
$11.1M
ONB
520
Old National Bancorp
Indiana
$11.1M
MFG
521
Merit Financial Group
Georgia
$11.1M
SPC
522
Sigma Planning Corp
Michigan
$11.1M
CFIA
523
Cantor Fitzgerald Investment Advisors
New York
$11.1M
LCS
524
Levin Capital Strategies
New York
$10.9M
FMWA
525
Forvis Mazars Wealth Advisors
Missouri
$10.9M