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
NFG
751
Nations Financial Group
Iowa
$5.94M
GI
752
GAMMA Investing
California
$5.93M
GSC
753
G&S Capital
Colorado
$5.92M
PA
754
Profund Advisors
Maryland
$5.91M
ATPW
755
Ashton Thomas Private Wealth
Arizona
$5.9M
TAIM
756
Te Ahumairangi Investment Management
New Zealand
$5.89M
BB
757
Busey Bank
Illinois
$5.85M
BP
758
Ballentine Partners
Massachusetts
$5.84M
CAG
759
Csenge Advisory Group
Florida
$5.84M
AF
760
Atala Financial
California
$5.83M
OPA
761
Old Port Advisors
Maine
$5.82M
SFG
762
Socha Financial Group
New York
$5.79M
SBFM
763
S-Bank Fund Management
Finland
$5.76M
BBA
764
BLB&B Advisors
Pennsylvania
$5.73M
FPF
765
First Pacific Financial
Washington
$5.7M
MAM
766
Mystic Asset Management
Rhode Island
$5.68M
GC
767
Grimes & Company
Massachusetts
$5.67M
VA
768
VestGen Advisors
Illinois
$5.67M
CG
769
Caprock Group
Idaho
$5.66M
HA
770
Herold Advisors
New York
$5.66M
QCG
771
Quadrant Capital Group
Ohio
$5.66M
CC
772
Chicago Capital
Illinois
$5.66M
ZF
773
Zhang Financial
Michigan
$5.65M
KF
774
KKM Financial
Illinois
$5.64M
SFWA
775
Summit Financial Wealth Advisors
Louisiana
$5.64M