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
GVAG
901
Great Valley Advisor Group
Delaware
$4.28M
CFO
902
Callan Family Office
Pennsylvania
$4.28M
LWL
903
Leo Wealth LLC
Texas
$4.27M
SCM
904
Sage Capital Management
New Jersey
$4.27M
WFS
905
Widmann Financial Services
Maryland
$4.25M
SBCM
906
Silverberg Bernstein Capital Management
New York
$4.25M
PTC
907
Private Trust Company
Ohio
$4.24M
AIM
908
Allen Investment Management
New York
$4.23M
SF
909
Slagle Financial
Illinois
$4.22M
GSEP
910
Golden State Equity Partners
California
$4.2M
VNIM
911
Vaughan Nelson Investment Management
Texas
$4.2M
1WA
912
180 Wealth Advisors
Washington
$4.19M
AAS
913
Annex Advisory Services
Wisconsin
$4.18M
CA
914
Carson Advisory
Georgia
$4.15M
MCM
915
Mengis Capital Management
Oregon
$4.14M
LBC
916
Lowe Brockenbrough & Co
Virginia
$4.14M
WPC
917
White Pine Capital
Minnesota
$4.12M
MP
918
McDonald Partners
Ohio
$4.1M
WT
919
Washington Trust
Rhode Island
$4.1M
SL
920
Sentry LLC
Tennessee
$4.1M
NEAM
921
New England Asset Management
Connecticut
$4.08M
CCWM
922
Cassaday & Co Wealth Management
Virginia
$4.07M
IHL
923
Investment House LLC
California
$4.06M
AIS
924
American Investment Services
Massachusetts
$4.05M
FWM
925
Focused Wealth Management
New York
$4.04M