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
FM
576
Foster & Motley
Ohio
$9.44M
CSIC
577
Clifford Swan Investment Counsel
California
$9.43M
BFIC
578
Bedell Frazier Investment Counselling
California
$9.41M
EFS
579
Essex Financial Services
Connecticut
$9.38M
CS
580
Cannell & Spears
New York
$9.34M
CIM
581
Contravisory Investment Management
Massachusetts
$9.28M
LG
582
LaFleur & Godfrey
Michigan
$9.26M
FPAS
583
Focus Partners Advisor Solutions
Missouri
$9.17M
LCM
584
Laurion Capital Management
New York
$9.14M
MA
585
Mutual Advisors
Nebraska
$9.05M
FFA
586
Farther Finance Advisors
California
$8.99M
SW
587
SteelPeak Wealth
California
$8.99M
SVWAG
588
Sound View Wealth Advisors Group
Georgia
$8.98M
AWA
589
Arkadios Wealth Advisors
Georgia
$8.97M
PEAK6
590
PEAK6
Illinois
$8.97M
EF
591
Empirical Finance
Pennsylvania
$8.97M
CW
592
CreativeOne Wealth
Kansas
$8.96M
RA
593
RFG Advisory
Alabama
$8.96M
MCM
594
Marathon Capital Management
Maryland
$8.94M
AIMCA
595
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.92M
AFG
596
Atomi Financial Group
New York
$8.89M
AAM
597
AR Asset Management
California
$8.87M
CK
598
Cohen Klingenstein
New York
$8.79M
FTA
599
Financial & Tax Architects
Missouri
$8.79M
VST
600
Van Strum & Towne
California
$8.76M