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
SMI
526
Shelter Mutual Insurance
Missouri
$10.9M
OGC
527
Oak Grove Capital
New Hampshire
$10.8M
LMIM
528
Lockheed Martin Investment Management
Maryland
$10.8M
PCIA
529
Prime Capital Investment Advisors
Kansas
$10.8M
BFG
530
Berger Financial Group
Minnesota
$10.8M
APP
531
Avantax Planning Partners
Iowa
$10.6M
PGA
532
Portland Global Advisors
Maine
$10.6M
AHC
533
Anderson Hoagland & Co
Missouri
$10.6M
MIM
534
Montgomery Investment Management
Maryland
$10.6M
JFG
535
Jefferies Financial Group
New York
$10.6M
SCM
536
Schnieders Capital Management
California
$10.6M
RG
537
Rathbones Group
United Kingdom
$10.5M
VDBMI
538
Van Den Berg Management I
Texas
$10.5M
BRWA
539
B. Riley Wealth Advisors
Florida
$10.5M
DWM
540
Dakota Wealth Management
Florida
$10.5M
AOWM
541
Alpha Omega Wealth Management
Virginia
$10.5M
CCIA
542
Cherry Creek Investment Advisors
Colorado
$10.4M
CPCM
543
Cardinal Point Capital Management
Ontario, Canada
$10.3M
LOAMS
544
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.3M
GIA
545
Gateway Investment Advisers
Ohio
$10.3M
SC
546
SouthState Corp
Florida
$10.2M
SA
547
Shilanski & Associates
Alaska
$10.2M
ALMGDA
548
AG2R La Mondiale Gestion d'Actifs
France
$10.2M
SCA
549
Snowden Capital Advisors
New York
$10.1M
CBTWT
550
Community Bank & Trust (Waco, Texas)
Texas
$10.1M