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
SPG
501
Strategic Planning Group
Utah
$12M
AWM
502
Axxcess Wealth Management
California
$12M
BCI
503
Brinker Capital Investments
Pennsylvania
$11.8M
CA
504
Clearstead Advisors
Ohio
$11.7M
SW
505
SVB Wealth
Massachusetts
$11.7M
IC
506
IEQ Capital
California
$11.7M
WIM
507
WealthPlan Investment Management
Nebraska
$11.6M
AWAG
508
ARS Wealth Advisors Group
Florida
$11.6M
SCM
509
Shelton Capital Management
Colorado
$11.6M
AMBIA
510
Allen Mooney & Barnes Investment Advisors
Georgia
$11.5M
JIC
511
Johnson Investment Counsel
Ohio
$11.5M
HAI
512
Hennessy Advisors Inc
California
$11.5M
LIM
513
Lathrop Investment Management
Arkansas
$11.4M
A
514
Allianz
Germany
$11.3M
FDDB
515
Fidelity D&D Bancorp
Pennsylvania
$11.3M
IEFM
516
IQ EQ Fund Management
Ireland
$11.2M
LNWTC
517
Laird Norton Wetherby Trust Company
Washington
$11.1M
ONB
518
Old National Bancorp
Indiana
$11.1M
MFG
519
Merit Financial Group
Georgia
$11.1M
SPC
520
Sigma Planning Corp
Michigan
$11.1M
CFIA
521
Cantor Fitzgerald Investment Advisors
New York
$11.1M
LCS
522
Levin Capital Strategies
New York
$10.9M
FMWA
523
Forvis Mazars Wealth Advisors
Missouri
$10.9M
SMI
524
Shelter Mutual Insurance
Missouri
$10.9M
OGC
525
Oak Grove Capital
New Hampshire
$10.8M