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
ISL
876
Ingalls & Snyder LLC
New York
$4.6M
SCA
877
St. Clair Advisors
Ohio
$4.6M
UCMOK
878
United Capital Management of KS
Kansas
$4.59M
HCM
879
Howland Capital Management
Massachusetts
$4.57M
SC
880
Stolper & Co
Oklahoma
$4.55M
PJWM
881
Philip James Wealth Mangement
Georgia
$4.54M
LNB
882
Ledyard National Bank
$4.53M
FTWA
883
Fifth Third Wealth Advisors
Ohio
$4.53M
SNB
884
Security National Bank
Nebraska
$4.48M
EF
885
Exeter Financial
Arizona
$4.46M
RRA
886
Round Rock Advisors
Connecticut
$4.46M
TCM
887
Twin Capital Management
Pennsylvania
$4.45M
BOCM
888
Bontempo Ohly Capital Management
Maryland
$4.45M
BFA
889
Brendel Financial Advisors
New Hampshire
$4.43M
JWM
890
JPL Wealth Management
Colorado
$4.43M
ST
891
Spinnaker Trust
Maine
$4.39M
ZIC
892
ZWJ Investment Counsel
Georgia
$4.38M
BSB
893
Bangor Savings Bank
Maine
$4.36M
AM
894
AGF Management
Ontario, Canada
$4.35M
FCH
895
Freestone Capital Holdings
Washington
$4.35M
JIP
896
Jaffetilchin Investment Partners
Florida
$4.34M
GI
897
GLOBALT Investments
Georgia
$4.33M
AFP
898
Ausdal Financial Partners
Iowa
$4.31M
IIL
899
Insight Inv LLC
California
$4.3M
FC
900
FCA Corp
Texas
$4.3M