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
TFM
976
TFC Financial Management
Massachusetts
$3.66M
SB
977
Strategic Blueprint
Georgia
$3.66M
PMWMG
978
Parr McKnight Wealth Management Group
Minnesota
$3.65M
PT
979
Plimoth Trust
Massachusetts
$3.64M
AI
980
AXS Investments
New York
$3.64M
JWA
981
JFS Wealth Advisors
Pennsylvania
$3.64M
TNAM
982
Terra Nova Asset Management
New York
$3.61M
BAM
983
Berkshire Asset Management
Pennsylvania
$3.61M
LCGC
984
Legacy Capital Group California
California
$3.56M
OAM
985
Occidental Asset Management
California
$3.56M
QPWM
986
Quadrant Private Wealth Management
Pennsylvania
$3.56M
LDB
987
Lee, Danner & Bass
Tennessee
$3.55M
BIP
988
Blueprint Investment Partners
North Carolina
$3.54M
ANBT
989
American National Bank & Trust
Texas
$3.54M
KW
990
Keyvantage Wealth
Pennsylvania
$3.52M
CCM
991
Chilton Capital Management
Texas
$3.52M
MHS
992
M Holdings Securities
Oregon
$3.51M
GLR
993
Great Lakes Retirement
Ohio
$3.51M
MCM
994
Maytus Capital Management
New York
$3.5M
I
995
InvesTrust
Oklahoma
$3.5M
CPIA
996
Cornell Pochily Investment Advisors
New York
$3.48M
PNC
997
Park National Corp
Ohio
$3.48M
CBA
998
Coastal Bridge Advisors
Connecticut
$3.48M
MSFS
999
Main Street Financial Solutions
Pennsylvania
$3.48M
CC
1000
Cypress Capital
Tennessee
$3.48M