3,352 hedge funds and large institutions have $162B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 1,457 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
3,352
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
LBWM
851
Left Brain Wealth Management
Illinois
$4.9M
RWM
852
Ritholtz Wealth Management
New York
$4.89M
TCOT
853
Trust Company of Toledo
Ohio
$4.89M
CIA
854
Citadel Investment Advisory
Ohio
$4.85M
QIM
855
Quantitative Investment Management
Virginia
$4.84M
PCTC
856
Perkins Coie Trust Company
Washington
$4.83M
IWM
857
IHT Wealth Management
Illinois
$4.82M
CWS
858
Confluence Wealth Services
Pennsylvania
$4.8M
PI
859
Pettee Investors
Connecticut
$4.78M
PCMK
860
Paragon Capital Management (Kansas)
Kansas
$4.78M
SCA
861
Stonebridge Capital Advisors
Minnesota
$4.77M
PAI
862
Pittenger & Anderson Inc
Nebraska
$4.76M
AW
863
Atlas Wealth
Ohio
$4.76M
FMB
864
Field & Main Bank
Kentucky
$4.75M
CCG
865
Ceeto Capital Group
Florida
$4.75M
CAMG
866
CWA Asset Management Group
Florida
$4.75M
SCI
867
S&CO Inc
Massachusetts
$4.74M
SIG
868
Sky Investment Group
Connecticut
$4.71M
ABC
869
Associated Banc-Corp
Wisconsin
$4.68M
HTC
870
Haverford Trust Company
Pennsylvania
$4.65M
IWA
871
Integrity Wealth Advisors
California
$4.65M
HAIM
872
Hunter Associates Investment Management
Pennsylvania
$4.64M
ISL
873
Ingalls & Snyder LLC
New York
$4.6M
SCA
874
St. Clair Advisors
Ohio
$4.6M
UCMOK
875
United Capital Management of KS
Kansas
$4.59M