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
IHL
926
Investment House LLC
California
$4.06M
AIS
927
American Investment Services
Massachusetts
$4.05M
FWM
928
Focused Wealth Management
New York
$4.04M
SIG
929
Stonegate Investment Group
Alabama
$4.04M
NSIM
930
North Star Investment Management
Illinois
$4.04M
CA
931
Cornerstone Advisors
North Carolina
$4.03M
AWAU
932
Alliance Wealth Advisors (Utah)
Utah
$4.03M
OHIS
933
Oak Harvest Investment Services
Texas
$4.01M
TC
934
TownSquare Capital
Utah
$3.99M
MIA
935
MainStreet Investment Advisors
Illinois
$3.99M
SSWM
936
Smith Salley Wealth Management
North Carolina
$3.98M
BPWM
937
BCS Private Wealth Management
New Jersey
$3.98M
SS
938
Sunbelt Securities
Texas
$3.97M
SFG
939
SevenBridge Financial Group
Pennsylvania
$3.94M
RCAG
940
Rehmann Capital Advisory Group
Michigan
$3.93M
IB
941
Intrust Bank
Kansas
$3.92M
JAG
942
Journey Advisory Group
Kentucky
$3.92M
MA
943
MONECO Advisors
Connecticut
$3.9M
LWM
944
Lakeridge Wealth Management
Ohio
$3.89M
WPC
945
Wedmont Private Capital
Pennsylvania
$3.89M
ECM
946
Evergreen Capital Management
Washington
$3.89M
CAC
947
Core Alternative Capital
Georgia
$3.89M
GLF
948
Groupe la Francaise
France
$3.89M
AC
949
Arjuna Capital
North Carolina
$3.88M
LWCFA
950
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.87M