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
BIMC
726
Benson Investment Management Company
Virginia
$6.38M
STA
727
Summit Trail Advisors
New York
$6.38M
NLP
728
Next Level Private
New York
$6.37M
SW
729
SkyOak Wealth
Michigan
$6.37M
MAS
730
Meeder Advisory Services
Ohio
$6.34M
MCM
731
Mitchell Capital Management
Kansas
$6.34M
GWM
732
Geneos Wealth Management
Colorado
$6.34M
FB
733
Fulton Bank
Pennsylvania
$6.32M
PAMG
734
Patton Albertson Miller Group
Tennessee
$6.3M
FRA
735
Frank Rimerman Advisors
California
$6.3M
SCM
736
Sterling Capital Management
North Carolina
$6.28M
MFIM
737
Mesirow Financial Investment Management
Illinois
$6.28M
PWM
738
Perigon Wealth Management
California
$6.28M
VSQM
739
V-Square Quantitative Management
Illinois
$6.27M
WSCM
740
Wellington Shields Capital Management
New York
$6.26M
SCA
741
STALEY CAPITAL ADVISERS
Pennsylvania
$6.25M
WAP
742
Wealthcare Advisory Partners
Pennsylvania
$6.23M
BTI
743
Blue Trust Inc
Georgia
$6.22M
MK
744
MASTERINVEST Kapitalanlage
$6.21M
VRM
745
Vectors Research Management
New York
$6.18M
MCC
746
Money Concepts Capital
Florida
$6.17M
MMM
747
Mendel Money Management
Illinois
$6.17M
WTA
748
Washington Trust Advisors
Massachusetts
$6.17M
DWM
749
Diversify Wealth Management
Utah
$6.04M
MWM
750
Modera Wealth Management
New Jersey
$6.02M