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
EPIM
1151
Evelyn Partners Investment Management
$2.59M
FGA
1152
Fortis Group Advisors
New Jersey
$2.57M
BMWS
1153
Brady Martz Wealth Solutions
North Dakota
$2.57M
MGWM
1154
Marks Group Wealth Management
Minnesota
$2.56M
CAM
1155
Chesapeake Asset Management
New York
$2.56M
CI
1156
Cigna Investments
Connecticut
$2.56M
CFSG
1157
Clark Financial Services Group
Missouri
$2.56M
AEPWM
1158
Atlantic Edge Private Wealth Management
Florida
$2.56M
IPAM
1159
Investment Partners Asset Management
New Jersey
$2.55M
RA
1160
RoundAngle Advisors
New Jersey
$2.55M
AA
1161
Advisory Alpha
Michigan
$2.53M
HIA
1162
Harbor Investment Advisory
Maryland
$2.53M
PBC
1163
Pavion Blue Capital
California
$2.53M
SFP
1164
Sandbox Financial Partners
Maryland
$2.52M
DI
1165
Diligent Investors
California
$2.52M
FA
1166
Fagan Associates
New York
$2.51M
CPC
1167
CFC Planning Company
Indiana
$2.51M
NDSI
1168
Newman Dignan & Sheerar Inc
Rhode Island
$2.5M
MIC
1169
Meridian Investment Counsel
California
$2.5M
RBA
1170
Richard Bernstein Advisors
New York
$2.49M
SMA
1171
Sage Mountain Advisors
Georgia
$2.49M
TPI
1172
Trust Point Inc
Wisconsin
$2.49M
TSS
1173
Two Sigma Securities
New York
$2.48M
SA
1174
Strategic Advisors
New York
$2.48M
CT
1175
Colonial Trust
South Carolina
$2.48M