3,366 hedge funds and large institutions have $163B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 1,461 increasing their positions, 1,176 reducing their positions, and 142 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:

0.94% less ownership

Funds ownership: 62.99%62.05% (-0.94%)

6% less capital invested

Capital invested by funds: $172B → $163B (-$9.71B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,366
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
PGF
1151
Plan Group Financial
Oklahoma
$2.61M
UCI
1152
Uncommon Cents Investing
Wisconsin
$2.61M
FCCM
1153
First City Capital Management
Georgia
$2.61M
HBT
1154
Hills Bank & Trust
Iowa
$2.6M
PAM
1155
Panagora Asset Management
Massachusetts
$2.59M
VDI
1156
Vaughan David Investments
Illinois
$2.59M
EPIM
1157
Evelyn Partners Investment Management
$2.59M
FGA
1158
Fortis Group Advisors
New Jersey
$2.57M
BMWS
1159
Brady Martz Wealth Solutions
North Dakota
$2.57M
MGWM
1160
Marks Group Wealth Management
Minnesota
$2.56M
CAM
1161
Chesapeake Asset Management
New York
$2.56M
CI
1162
Cigna Investments
Connecticut
$2.56M
CFSG
1163
Clark Financial Services Group
Missouri
$2.56M
AEPWM
1164
Atlantic Edge Private Wealth Management
Florida
$2.56M
IPAM
1165
Investment Partners Asset Management
New Jersey
$2.55M
RA
1166
RoundAngle Advisors
New Jersey
$2.55M
AA
1167
Advisory Alpha
Michigan
$2.53M
HIA
1168
Harbor Investment Advisory
Maryland
$2.53M
PBC
1169
Pavion Blue Capital
California
$2.53M
SFP
1170
Sandbox Financial Partners
Maryland
$2.52M
DI
1171
Diligent Investors
California
$2.52M
FA
1172
Fagan Associates
New York
$2.51M
CPC
1173
CFC Planning Company
Indiana
$2.51M
NDSI
1174
Newman Dignan & Sheerar Inc
Rhode Island
$2.5M
MIC
1175
Meridian Investment Counsel
California
$2.5M