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
IPW
1176
Inlet Private Wealth
Florida
$2.47M
BCM
1177
Becker Capital Management
Oregon
$2.46M
PPW
1178
Parcion Private Wealth
Washington
$2.46M
TF
1179
Tompkins Financial
New York
$2.45M
FNBOO
1180
First National Bank of Omaha
Nebraska
$2.45M
KIG
1181
Kessler Investment Group
Indiana
$2.44M
AMIM
1182
Aull & Monroe Investment Management
Alabama
$2.42M
PGWM
1183
Parisi Gray Wealth Management
New Jersey
$2.42M
MCP
1184
Meridiem Capital Partners
Texas
$2.42M
FFA
1185
Founders Financial Alliance
North Carolina
$2.42M
BFA
1186
Beaumont Financial Advisors
Massachusetts
$2.42M
AIM
1187
Anchor Investment Management
South Carolina
$2.41M
HNB
1188
Hilltop National Bank
Wyoming
$2.41M
WIS
1189
Wright Investors Service
Connecticut
$2.41M
DA
1190
Dover Advisors
Virginia
$2.41M
MNBTD
1191
Moody National Bank Trust Division
Texas
$2.4M
CSC
1192
Caldwell Sutter Capital
California
$2.4M
KFP
1193
Keystone Financial Planning
Ohio
$2.4M
CCA
1194
Checchi Capital Advisers
California
$2.4M
AC
1195
Apella Capital
Connecticut
$2.4M
WC
1196
Waterloo Capital
Texas
$2.39M
GBT
1197
Grove Bank & Trust
Florida
$2.39M
SWMG
1198
Signature Wealth Management Group
Georgia
$2.39M
LFM
1199
LGT Fund Management
Liechtenstein
$2.39M
FG
1200
Fiduciary Group
Georgia
$2.38M