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
CAGAS
1101
Capital Advisory Group Advisory Services
Minnesota
$2.85M
HA
1102
Hamel Associates
New Jersey
$2.84M
ORG
1103
Optimist Retirement Group
Washington
$2.84M
CFG
1104
Cooper Financial Group
California
$2.84M
ISWM
1105
Independent Solutions Wealth Management
New York
$2.82M
WAM
1106
Westport Asset Management
Connecticut
$2.82M
SGDR
1107
SPX Gestao de Recursos
Brazil
$2.82M
ARAM
1108
Ardmore Road Asset Management
New York
$2.82M
PL
1109
Perpetual Ltd
Australia
$2.82M
MBT
1110
Montecito Bank & Trust
California
$2.82M
HCM
1111
Hodges Capital Management
Texas
$2.82M
FFM
1112
Forum Financial Management
Illinois
$2.81M
AA
1113
Altman Advisors
Illinois
$2.8M
LHC
1114
Little House Capital
Massachusetts
$2.8M
IAN
1115
Integrated Advisors Network
Texas
$2.79M
NW
1116
Naviter Wealth
Arkansas
$2.79M
RWP
1117
Ridgecrest Wealth Partners
California
$2.78M
ONST
1118
Old North State Trust
North Carolina
$2.77M
KCFA
1119
Key Client Fiduciary Advisors
New Jersey
$2.77M
MMPW
1120
Mitchell McLeod Pugh & Williams
Alabama
$2.76M
SFG
1121
Seamount Financial Group
Colorado
$2.76M
MFG
1122
MidWestOne Financial Group
Iowa
$2.76M
SWM
1123
SeaCrest Wealth Management
New York
$2.75M
BAM
1124
Belpointe Asset Management
Nevada
$2.75M
PCA
1125
Prosperity Capital Advisors
Ohio
$2.75M