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
PT
976
Plimoth Trust
Massachusetts
$3.64M
AI
977
AXS Investments
New York
$3.64M
JWA
978
JFS Wealth Advisors
Pennsylvania
$3.64M
TNAM
979
Terra Nova Asset Management
New York
$3.61M
BAM
980
Berkshire Asset Management
Pennsylvania
$3.61M
LCGC
981
Legacy Capital Group California
California
$3.56M
OAM
982
Occidental Asset Management
California
$3.56M
QPWM
983
Quadrant Private Wealth Management
Pennsylvania
$3.56M
LDB
984
Lee, Danner & Bass
Tennessee
$3.55M
BIP
985
Blueprint Investment Partners
North Carolina
$3.54M
ANBT
986
American National Bank & Trust
Texas
$3.54M
KW
987
Keyvantage Wealth
Pennsylvania
$3.52M
CCM
988
Chilton Capital Management
Texas
$3.52M
MHS
989
M Holdings Securities
Oregon
$3.51M
GLR
990
Great Lakes Retirement
Ohio
$3.51M
MCM
991
Maytus Capital Management
New York
$3.5M
I
992
InvesTrust
Oklahoma
$3.5M
CPIA
993
Cornell Pochily Investment Advisors
New York
$3.48M
PNC
994
Park National Corp
Ohio
$3.48M
CBA
995
Coastal Bridge Advisors
Connecticut
$3.48M
MSFS
996
Main Street Financial Solutions
Pennsylvania
$3.48M
CC
997
Cypress Capital
Tennessee
$3.48M
RAM
998
Riggs Asset Management
Pennsylvania
$3.47M
BMWM
999
Brown Miller Wealth Management
Virginia
$3.45M
SWM
1000
Spire Wealth Management
Virginia
$3.44M