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
PIM
1226
Penobscot Investment Management
Massachusetts
$2.29M
SDAM
1227
Shulman DeMeo Asset Management
New York
$2.28M
BT
1228
Banque Transatlantique
France
$2.28M
PP
1229
Pingora Partners
Wyoming
$2.28M
BWM
1230
BKM Wealth Management
Wisconsin
$2.27M
SRA
1231
Secured Retirement Advisors
Minnesota
$2.26M
SACTSONJ
1232
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.26M
SMTF
1233
Sphera Management Technology Funds
Israel
$2.26M
LJAC
1234
L.J. Altfest & Co
New York
$2.26M
WC
1235
Wynn Capital
Georgia
$2.25M
TWM
1236
Tradition Wealth Management
Minnesota
$2.25M
DE
1237
Diversified Enterprises
Delaware
$2.24M
SGCA
1238
Steel Grove Capital Advisors
Tennessee
$2.24M
FFS
1239
Founders Financial Securities
Maryland
$2.24M
BLFG
1240
Brian Low Financial Group
Louisiana
$2.23M
CAM
1241
Cidel Asset Management
Ontario, Canada
$2.22M
WFMPM
1242
Woodley Farra Manion Portfolio Management
Indiana
$2.22M
NAAA
1243
New Age Alpha Advisors
New York
$2.22M
NL
1244
NWAM LLC
Washington
$2.22M
EWA
1245
Exencial Wealth Advisors
Oklahoma
$2.21M
FFG
1246
Fortress Financial Group
Minnesota
$2.21M
WAS
1247
WESPAC Advisors SoCal
California
$2.21M
MA
1248
MJP Associates
Connecticut
$2.21M
IAS
1249
Insigneo Advisory Services
Florida
$2.21M
RPC
1250
Rossmore Private Capital
Connecticut
$2.2M