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
LFAS
651
Level Four Advisory Services
Texas
$7.76M
CPA
652
Capital Planning Advisors
California
$7.7M
HPIA
653
Hamilton Point Investment Advisors
North Carolina
$7.68M
SYBT
654
Stock Yards Bank & Trust
Kentucky
$7.66M
TCM
655
Tufton Capital Management
Maryland
$7.65M
MSAM
656
Moloney Securities Asset Management
Missouri
$7.62M
TA
657
TKG Advisors
Indiana
$7.61M
WSC
658
Wellington Shields & Co
New York
$7.61M
FMII
659
Farmers & Merchants Investments Inc
Nebraska
$7.59M
CPCPP
660
Canada Post Corporation Pension Plan
Canada
$7.58M
CICC
661
Capital Investment Counsel (Colorado)
Colorado
$7.55M
GRP
662
Global Retirement Partners
California
$7.5M
HEIP
663
Hudson Edge Investment Partners
New Jersey
$7.49M
PSP
664
Principal Street Partners
Tennessee
$7.47M
FCMA
665
Foresight Capital Management Advisors
Michigan
$7.43M
PCG
666
Prosperity Consulting Group
Maryland
$7.42M
JCM
667
Jacobi Capital Management
Pennsylvania
$7.42M
WTFG
668
Wells Trecaso Financial Group
Ohio
$7.38M
FCBT
669
First Citizens Bank & Trust
North Carolina
$7.35M
EFMC
670
Empire Financial Management Company
New York
$7.35M
FA
671
Fiduciary Alliance
South Carolina
$7.33M
AAM
672
Azzad Asset Management
Virginia
$7.33M
SIA
673
SGL Investment Advisors
Montana
$7.31M
NP
674
NorthRock Partners
Minnesota
$7.3M
HWAM
675
Hennion & Walsh Asset Management
New Jersey
$7.22M