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
HCM
876
Howland Capital Management
Massachusetts
$4.57M
SC
877
Stolper & Co
Oklahoma
$4.55M
PJWM
878
Philip James Wealth Mangement
Georgia
$4.54M
LNB
879
Ledyard National Bank
$4.53M
FTWA
880
Fifth Third Wealth Advisors
Ohio
$4.53M
SNB
881
Security National Bank
Nebraska
$4.48M
EF
882
Exeter Financial
Arizona
$4.46M
RRA
883
Round Rock Advisors
Connecticut
$4.46M
TCM
884
Twin Capital Management
Pennsylvania
$4.45M
BOCM
885
Bontempo Ohly Capital Management
Maryland
$4.45M
BFA
886
Brendel Financial Advisors
New Hampshire
$4.43M
JWM
887
JPL Wealth Management
Colorado
$4.43M
ST
888
Spinnaker Trust
Maine
$4.39M
ZIC
889
ZWJ Investment Counsel
Georgia
$4.38M
BSB
890
Bangor Savings Bank
Maine
$4.36M
AM
891
AGF Management
Ontario, Canada
$4.35M
FCH
892
Freestone Capital Holdings
Washington
$4.35M
JIP
893
Jaffetilchin Investment Partners
Florida
$4.34M
GI
894
GLOBALT Investments
Georgia
$4.33M
AFP
895
Ausdal Financial Partners
Iowa
$4.31M
IIL
896
Insight Inv LLC
California
$4.3M
FC
897
FCA Corp
Texas
$4.3M
CRWM
898
Castle Rock Wealth Management
California
$4.3M
WP
899
WealthPLAN Partners
Nebraska
$4.29M
RCA
900
Ranch Capital Advisors
Florida
$4.29M