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
IA
601
IFP Advisors
Florida
$8.76M
LA
602
Lifeworks Advisors
Michigan
$8.74M
TMAM
603
Tokio Marine Asset Management
Japan
$8.73M
KFP
604
KMG Fiduciary Partners
Ohio
$8.73M
DAS
605
Dynamic Advisor Solutions
Arizona
$8.71M
VT
606
Vise Technologies
New York
$8.7M
CAG
607
Crestwood Advisors Group
Massachusetts
$8.7M
NIA
608
NIA Impact Advisors
California
$8.66M
GIA
609
Gladstone Institutional Advisory
Florida
$8.65M
TS
610
Triglav Skladi
Slovenia
$8.55M
AIP
611
Ameritas Investment Partners
Nebraska
$8.53M
HIC
612
Holderness Investments Company
North Carolina
$8.53M
SCM
613
SCS Capital Management
Massachusetts
$8.5M
AAP
614
Arax Advisory Partners
Colorado
$8.48M
CNBT
615
Canandaigua National Bank & Trust
New York
$8.48M
KL
616
KWMG LLC
Kansas
$8.42M
RIA
617
Regal Investment Advisors
Michigan
$8.42M
CIP
618
Convergence Investment Partners
Florida
$8.38M
NMIMC
619
Northwestern Mutual Investment Management Company
Wisconsin
$8.38M
S
620
SignatureFD
Georgia
$8.36M
RFM
621
Royal Fund Management
Florida
$8.36M
BE
622
Bonness Enterprises
District of Columbia
$8.34M
SC
623
Searle & Co
Connecticut
$8.34M
PA
624
Parallel Advisors
California
$8.32M
PWAM
625
Private Wealth Asset Management
Iowa
$8.28M