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
Capstone Investment Advisors
1201
Capstone Investment Advisors
New York
$2.38M
ATC
1202
Adirondack Trust Company
New York
$2.38M
CCT
1203
Capital City Trust
Florida
$2.37M
FSA
1204
Fort Sheridan Advisors
Illinois
$2.36M
CPSC
1205
Carl P. Sherr & Co
Massachusetts
$2.35M
AWE
1206
Avidian Wealth Enterprises
Texas
$2.35M
CWM
1207
Calamos Wealth Management
Illinois
$2.35M
WDA
1208
Wendell David Associates
New Hampshire
$2.33M
RF
1209
Robbins Farley
New Hampshire
$2.33M
NG
1210
Norden Group
Utah
$2.33M
TCM
1211
Telos Capital Management
California
$2.32M
DFCM
1212
Dark Forest Capital Management
Puerto Rico
$2.31M
MIC
1213
Means Investment Company
Maine
$2.31M
RF
1214
Roxbury Financial
New Jersey
$2.31M
IAMOG
1215
Investors Asset Management of Georgia
Georgia
$2.31M
LGA
1216
Lebenthal Global Advisors
New York
$2.3M
DSC
1217
Duncker Streett & Co
Missouri
$2.3M
WI
1218
Westbourne Investments
Virginia
$2.29M
PIM
1219
Penobscot Investment Management
Massachusetts
$2.29M
SDAM
1220
Shulman DeMeo Asset Management
New York
$2.28M
BT
1221
Banque Transatlantique
France
$2.28M
PP
1222
Pingora Partners
Wyoming
$2.28M
BWM
1223
BKM Wealth Management
Wisconsin
$2.27M
SRA
1224
Secured Retirement Advisors
Minnesota
$2.26M
SACTSONJ
1225
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.26M