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
IWA
701
IBEX Wealth Advisors
New Jersey
$6.72M
JHCP
702
Jackson Hole Capital Partners
Oklahoma
$6.72M
ATIA
703
American Trust Investment Advisors
New Hampshire
$6.68M
NC
704
Nicholas Company
Wisconsin
$6.67M
HH
705
Hilltop Holdings
Texas
$6.66M
IIC
706
Ironwood Investment Counsel
Arizona
$6.66M
MYAM
707
Meiji Yasuda Asset Management
Japan
$6.65M
CPIG
708
Chicago Partners Investment Group
Illinois
$6.65M
ACM
709
Argyle Capital Management
Pennsylvania
$6.64M
ISB
710
Iowa State Bank
Iowa
$6.63M
Members Trust
711
Members Trust
Florida
$6.59M
BCWM
712
Bartlett & Co Wealth Management
Ohio
$6.59M
KCPG
713
Kavar Capital Partners Group
Kansas
$6.55M
RIM
714
Reliant Investment Management
Tennessee
$6.55M
BA
715
Birinyi Associates
Connecticut
$6.55M
JPMIA
716
J.P. Marvel Investment Advisors
Massachusetts
$6.52M
PS
717
Principal Securities
Iowa
$6.51M
ITC
718
Inspire Trust Company
Nevada
$6.49M
LSA
719
L & S Advisors
California
$6.46M
WCM
720
Windward Capital Management
California
$6.46M
CCP
721
Cunning Capital Partners
North Carolina
$6.45M
Luther King Capital Management (LKCM)
722
Luther King Capital Management (LKCM)
Texas
$6.4M
BIMC
723
Benson Investment Management Company
Virginia
$6.38M
STA
724
Summit Trail Advisors
New York
$6.38M
NLP
725
Next Level Private
New York
$6.37M