3,350 hedge funds and large institutions have $162B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,456 increasing their positions, 1,171 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 (-$9.78B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,350
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
SW
726
SkyOak Wealth
Michigan
$6.37M
MAS
727
Meeder Advisory Services
Ohio
$6.34M
MCM
728
Mitchell Capital Management
Kansas
$6.34M
GWM
729
Geneos Wealth Management
Colorado
$6.34M
FB
730
Fulton Bank
Pennsylvania
$6.32M
PAMG
731
Patton Albertson Miller Group
Tennessee
$6.3M
FRA
732
Frank Rimerman Advisors
California
$6.3M
SCM
733
Sterling Capital Management
North Carolina
$6.28M
MFIM
734
Mesirow Financial Investment Management
Illinois
$6.28M
PWM
735
Perigon Wealth Management
California
$6.28M
VSQM
736
V-Square Quantitative Management
Illinois
$6.27M
WSCM
737
Wellington Shields Capital Management
New York
$6.26M
SCA
738
STALEY CAPITAL ADVISERS
Pennsylvania
$6.25M
WAP
739
Wealthcare Advisory Partners
Pennsylvania
$6.23M
BTI
740
Blue Trust Inc
Georgia
$6.22M
MK
741
MASTERINVEST Kapitalanlage
$6.21M
VRM
742
Vectors Research Management
New York
$6.18M
MCC
743
Money Concepts Capital
Florida
$6.17M
MMM
744
Mendel Money Management
Illinois
$6.17M
WTA
745
Washington Trust Advisors
Massachusetts
$6.17M
DWM
746
Diversify Wealth Management
Utah
$6.04M
MWM
747
Modera Wealth Management
New Jersey
$6.02M
GF
748
Gabelli Funds
New York
$6.02M
RIL
749
Rothschild Investment LLC
Illinois
$5.99M
DT
750
Diversified Trust
Tennessee
$5.97M