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
RAM
1001
Riggs Asset Management
Pennsylvania
$3.47M
BMWM
1002
Brown Miller Wealth Management
Virginia
$3.45M
SWM
1003
Spire Wealth Management
Virginia
$3.44M
CANC
1004
Culbertson A N & Co
Virginia
$3.42M
CI
1005
CX Institutional
Indiana
$3.41M
OPTFSNA
1006
Old Point Trust & Financial Services N A
Virginia
$3.4M
BHA
1007
Beech Hill Advisors
New York
$3.4M
TBA
1008
Tower Bridge Advisors
Pennsylvania
$3.4M
GAA
1009
Global Assets Advisory
Florida
$3.4M
WB
1010
Webster Bank
Connecticut
$3.39M
AFG
1011
Allegheny Financial Group
Pennsylvania
$3.39M
CIA
1012
Cladis Investment Advisory
Montana
$3.39M
MWA
1013
Meridian Wealth Advisors
Texas
$3.38M
QI
1014
Qtron Investments
Massachusetts
$3.37M
BO
1015
Bank OZK
Arkansas
$3.36M
RFA
1016
ROI Financial Advisors
Oregon
$3.36M
GFA
1017
Gifford Fong Associates
California
$3.36M
GWM
1018
GSB Wealth Management
Connecticut
$3.35M
RT
1019
Rockland Trust
Massachusetts
$3.34M
SW
1020
Simplicity Wealth
New Jersey
$3.34M
FMTCOCP
1021
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.34M
PA
1022
Procyon Advisors
Connecticut
$3.32M
IIM
1023
Ipswich Investment Management
Massachusetts
$3.31M
YIM
1024
Yoffe Investment Management
Pennsylvania
$3.31M
EB
1025
Exchange Bank
California
$3.31M