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