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
SIG
926
Stonegate Investment Group
Alabama
$4.04M
NSIM
927
North Star Investment Management
Illinois
$4.04M
CA
928
Cornerstone Advisors
North Carolina
$4.03M
AWAU
929
Alliance Wealth Advisors (Utah)
Utah
$4.03M
OHIS
930
Oak Harvest Investment Services
Texas
$4.01M
TC
931
TownSquare Capital
Utah
$3.99M
MIA
932
MainStreet Investment Advisors
Illinois
$3.99M
SSWM
933
Smith Salley Wealth Management
North Carolina
$3.98M
BPWM
934
BCS Private Wealth Management
New Jersey
$3.98M
SS
935
Sunbelt Securities
Texas
$3.97M
SFG
936
SevenBridge Financial Group
Pennsylvania
$3.94M
RCAG
937
Rehmann Capital Advisory Group
Michigan
$3.93M
IB
938
Intrust Bank
Kansas
$3.92M
JAG
939
Journey Advisory Group
Kentucky
$3.92M
MA
940
MONECO Advisors
Connecticut
$3.9M
LWM
941
Lakeridge Wealth Management
Ohio
$3.89M
WPC
942
Wedmont Private Capital
Pennsylvania
$3.89M
ECM
943
Evergreen Capital Management
Washington
$3.89M
CAC
944
Core Alternative Capital
Georgia
$3.89M
GLF
945
Groupe la Francaise
France
$3.89M
AC
946
Arjuna Capital
North Carolina
$3.88M
LWCFA
947
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.87M
CAM
948
Cacti Asset Management
Georgia
$3.87M
CWP
949
Cyndeo Wealth Partners
Florida
$3.86M
CIA
950
Choate Investment Advisors
Massachusetts
$3.86M