3,367 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, 1,177 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
3,367
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
CCA
1201
Checchi Capital Advisers
California
$2.4M
AC
1202
Apella Capital
Connecticut
$2.4M
WC
1203
Waterloo Capital
Texas
$2.39M
GBT
1204
Grove Bank & Trust
Florida
$2.39M
SWMG
1205
Signature Wealth Management Group
Georgia
$2.39M
LFM
1206
LGT Fund Management
Liechtenstein
$2.39M
FG
1207
Fiduciary Group
Georgia
$2.38M
Capstone Investment Advisors
1208
Capstone Investment Advisors
New York
$2.38M
ATC
1209
Adirondack Trust Company
New York
$2.38M
CCT
1210
Capital City Trust
Florida
$2.37M
FSA
1211
Fort Sheridan Advisors
Illinois
$2.36M
CPSC
1212
Carl P. Sherr & Co
Massachusetts
$2.35M
AWE
1213
Avidian Wealth Enterprises
Texas
$2.35M
CWM
1214
Calamos Wealth Management
Illinois
$2.35M
WDA
1215
Wendell David Associates
New Hampshire
$2.33M
RF
1216
Robbins Farley
New Hampshire
$2.33M
NG
1217
Norden Group
Utah
$2.33M
TCM
1218
Telos Capital Management
California
$2.32M
DFCM
1219
Dark Forest Capital Management
Puerto Rico
$2.31M
MIC
1220
Means Investment Company
Maine
$2.31M
RF
1221
Roxbury Financial
New Jersey
$2.31M
IAMOG
1222
Investors Asset Management of Georgia
Georgia
$2.31M
LGA
1223
Lebenthal Global Advisors
New York
$2.3M
DSC
1224
Duncker Streett & Co
Missouri
$2.3M
WI
1225
Westbourne Investments
Virginia
$2.29M