3,590 hedge funds and large institutions have $176B invested in IBM in 2025 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 1,429 increasing their positions, 1,271 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.73% more ownership

Funds ownership: 62.19%63.92% (+1.7%)

9% more call options, than puts

Call options by funds: $4.78B | Put options by funds: $4.37B

0% more funds holding in top 10

Funds holding in top 10: 8686 (0)

Holders
3,590
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
86
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.78B
Puts
$4.37B
Net Calls
Net Calls Change

Top Buyers

1 +$1.49B
2 +$765M
3 +$444M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$431M
5
Goldman Sachs
Goldman Sachs
New York
+$311M

Top Sellers

1 -$464M
2 -$349M
3 -$314M
4
First Trust Advisors
First Trust Advisors
Illinois
-$251M
5
UBS Group
UBS Group
Switzerland
-$232M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
1051
American National Bank & Trust
Texas
$3.41M
LCM
1052
LVM Capital Management
Michigan
$3.41M
AWM
1053
Aries Wealth Management
Maine
$3.41M
Financial Engines Advisors
1054
Financial Engines Advisors
California
$3.4M
FNFDCM
1055
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.39M
SSA
1056
Sierra Summit Advisors
Nevada
$3.36M
WWA
1057
WCG Wealth Advisors
Nevada
$3.36M
IAIM
1058
International Assets Investment Management
Florida
$3.35M
JWA
1059
JFS Wealth Advisors
Pennsylvania
$3.34M
CI
1060
CX Institutional
Indiana
$3.34M
DCM
1061
Dudley Capital Management
Virginia
$3.33M
HI
1062
Harbour Investments
Wisconsin
$3.33M
CIA
1063
Cladis Investment Advisory
Montana
$3.32M
PFBT
1064
Parkside Financial Bank & Trust
Missouri
$3.32M
AC
1065
Arjuna Capital
North Carolina
$3.32M
BMA
1066
Brooks Moore & Associates
Tennessee
$3.32M
RP
1067
Rice Partnership
Hawaii
$3.32M
HG
1068
Herbst Group
Connecticut
$3.32M
CRB
1069
Chad R. Baker
$3.31M
IF
1070
Ironwood Financial
Arizona
$3.3M
BA
1071
Bridgewater Advisors
New York
$3.28M
OWP
1072
ORG Wealth Partners
Texas
$3.28M
GAM
1073
Griffin Asset Management
New York
$3.28M
TBA
1074
Tower Bridge Advisors
Pennsylvania
$3.27M
PAM
1075
Panagora Asset Management
Massachusetts
$3.26M