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
M
851
MOTCO
Texas
$4.91M
NEWAS
852
N.E.W. Advisory Services
Wisconsin
$4.9M
CCG
853
Cypress Capital Group
Florida
$4.9M
LBWM
854
Left Brain Wealth Management
Illinois
$4.9M
RWM
855
Ritholtz Wealth Management
New York
$4.89M
TCOT
856
Trust Company of Toledo
Ohio
$4.89M
CIA
857
Citadel Investment Advisory
Ohio
$4.85M
QIM
858
Quantitative Investment Management
Virginia
$4.84M
PCTC
859
Perkins Coie Trust Company
Washington
$4.83M
IWM
860
IHT Wealth Management
Illinois
$4.82M
CWS
861
Confluence Wealth Services
Pennsylvania
$4.8M
PI
862
Pettee Investors
Connecticut
$4.78M
PCMK
863
Paragon Capital Management (Kansas)
Kansas
$4.78M
SCA
864
Stonebridge Capital Advisors
Minnesota
$4.77M
PAI
865
Pittenger & Anderson Inc
Nebraska
$4.76M
AW
866
Atlas Wealth
Ohio
$4.76M
FMB
867
Field & Main Bank
Kentucky
$4.75M
CCG
868
Ceeto Capital Group
Florida
$4.75M
CAMG
869
CWA Asset Management Group
Florida
$4.75M
SCI
870
S&CO Inc
Massachusetts
$4.74M
SIG
871
Sky Investment Group
Connecticut
$4.71M
ABC
872
Associated Banc-Corp
Wisconsin
$4.68M
HTC
873
Haverford Trust Company
Pennsylvania
$4.65M
IWA
874
Integrity Wealth Advisors
California
$4.65M
HAIM
875
Hunter Associates Investment Management
Pennsylvania
$4.64M