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
BFIC
576
Bedell Frazier Investment Counselling
California
$9.41M
EFS
577
Essex Financial Services
Connecticut
$9.38M
CS
578
Cannell & Spears
New York
$9.34M
CIM
579
Contravisory Investment Management
Massachusetts
$9.28M
LG
580
LaFleur & Godfrey
Michigan
$9.26M
FPAS
581
Focus Partners Advisor Solutions
Missouri
$9.17M
LCM
582
Laurion Capital Management
New York
$9.14M
MA
583
Mutual Advisors
Nebraska
$9.05M
FFA
584
Farther Finance Advisors
California
$8.99M
SW
585
SteelPeak Wealth
California
$8.99M
SVWAG
586
Sound View Wealth Advisors Group
Georgia
$8.98M
AWA
587
Arkadios Wealth Advisors
Georgia
$8.97M
PEAK6
588
PEAK6
Illinois
$8.97M
EF
589
Empirical Finance
Pennsylvania
$8.97M
CW
590
CreativeOne Wealth
Kansas
$8.96M
RA
591
RFG Advisory
Alabama
$8.96M
MCM
592
Marathon Capital Management
Maryland
$8.94M
AIMCA
593
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.92M
AFG
594
Atomi Financial Group
New York
$8.89M
AAM
595
AR Asset Management
California
$8.87M
CK
596
Cohen Klingenstein
New York
$8.79M
FTA
597
Financial & Tax Architects
Missouri
$8.79M
VST
598
Van Strum & Towne
California
$8.76M
LA
599
Lifeworks Advisors
Michigan
$8.74M
TMAM
600
Tokio Marine Asset Management
Japan
$8.73M