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
RBA
1176
Richard Bernstein Advisors
New York
$2.49M
SMA
1177
Sage Mountain Advisors
Georgia
$2.49M
TPI
1178
Trust Point Inc
Wisconsin
$2.49M
TSS
1179
Two Sigma Securities
New York
$2.48M
SA
1180
Strategic Advisors
New York
$2.48M
CT
1181
Colonial Trust
South Carolina
$2.48M
IPW
1182
Inlet Private Wealth
Florida
$2.47M
BCM
1183
Becker Capital Management
Oregon
$2.46M
PPW
1184
Parcion Private Wealth
Washington
$2.46M
TF
1185
Tompkins Financial
New York
$2.45M
FNBOO
1186
First National Bank of Omaha
Nebraska
$2.45M
KIG
1187
Kessler Investment Group
Indiana
$2.44M
AMIM
1188
Aull & Monroe Investment Management
Alabama
$2.42M
PGWM
1189
Parisi Gray Wealth Management
New Jersey
$2.42M
MCP
1190
Meridiem Capital Partners
Texas
$2.42M
FFA
1191
Founders Financial Alliance
North Carolina
$2.42M
BFA
1192
Beaumont Financial Advisors
Massachusetts
$2.42M
AIM
1193
Anchor Investment Management
South Carolina
$2.41M
HNB
1194
Hilltop National Bank
Wyoming
$2.41M
WIS
1195
Wright Investors Service
Connecticut
$2.41M
DA
1196
Dover Advisors
Virginia
$2.41M
MNBTD
1197
Moody National Bank Trust Division
Texas
$2.4M
CSC
1198
Caldwell Sutter Capital
California
$2.4M
KFP
1199
Keystone Financial Planning
Ohio
$2.4M
CCA
1200
Checchi Capital Advisers
California
$2.4M