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
SFM
1076
Signet Financial Management
New Jersey
$2.95M
PWP
1077
Perfromance Wealth Partners
Illinois
$2.95M
IAIM
1078
International Assets Investment Management
Florida
$2.95M
PEA
1079
Park Edge Advisors
Ohio
$2.94M
SC
1080
Schulhoff & Co
Ohio
$2.94M
GFPC
1081
Global Financial Private Client
Florida
$2.94M
NHC
1082
Nicholas Hoffman & Company
Georgia
$2.94M
GAMC
1083
Garner Asset Management Corp
Texas
$2.94M
MAM
1084
Mirabaud Asset Management
United Kingdom
$2.93M
AAIS
1085
ABN AMRO Investment Solutions
$2.93M
DSCM
1086
Del-Sette Capital Management
New York
$2.93M
EPM
1087
Elm Partners Management
Pennsylvania
$2.93M
WC
1088
Westhampton Capital
North Carolina
$2.92M
ORC
1089
O'Rourke & Company
Massachusetts
$2.91M
HI
1090
Harbour Investments
Wisconsin
$2.91M
PFS
1091
Physicians Financial Services
North Carolina
$2.9M
ACI
1092
Alpha Cubed Investments
California
$2.9M
HWA
1093
Hilltop Wealth Advisors
North Carolina
$2.89M
RI
1094
RWWM Inc
California
$2.88M
BIM
1095
Bridges Investment Management
Nebraska
$2.88M
CIAS
1096
CFS Investment Advisory Services
New Jersey
$2.88M
PWM
1097
Palumbo Wealth Management
New York
$2.87M
PH
1098
Pinnacle Holdings
Oklahoma
$2.86M
TPA
1099
Trivium Point Advisory
Connecticut
$2.86M
NFSG
1100
Newbridge Financial Services Group
Florida
$2.85M