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
AWA
551
Arete Wealth Advisors
Illinois
$9.96M
RFWA
552
RPg Family Wealth Advisory
Massachusetts
$9.95M
SFS
553
Sowell Financial Services
Arkansas
$9.94M
KC
554
Kepler Cheuvreux
$9.91M
HI
555
Horizon Investments
North Carolina
$9.89M
CIC
556
Carnegie Investment Counsel
Ohio
$9.85M
AC
557
Addenda Capital
Quebec, Canada
$9.8M
UBP
558
Union Bancaire Privee
Switzerland
$9.79M
CPC
559
Consolidated Planning Corp
Georgia
$9.79M
SIC
560
SFE Investment Counsel
California
$9.78M
RBC
561
Romano Brothers & Co
Illinois
$9.78M
MAM
562
Martingale Asset Management
Massachusetts
$9.69M
AC
563
Allstate Corporation
Illinois
$9.65M
GIC
564
Generali Investments CEE
Czech Republic
$9.63M
CC
565
Courier Capital
New York
$9.59M
WT
566
Whittier Trust
California
$9.58M
VAM
567
Verity Asset Management
North Carolina
$9.57M
EB
568
Eastern Bank
Massachusetts
$9.55M
SBWIC
569
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.51M
ETC
570
Exchange Traded Concepts
Oklahoma
$9.49M
XF
571
XML Financial
Maryland
$9.49M
CAM
572
Columbia Asset Management
Michigan
$9.49M
SG
573
Sienna Gestion
France
$9.46M
FM
574
Foster & Motley
Ohio
$9.44M
CSIC
575
Clifford Swan Investment Counsel
California
$9.43M