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
SMTF
1226
Sphera Management Technology Funds
Israel
$2.26M
LJAC
1227
L.J. Altfest & Co
New York
$2.26M
WC
1228
Wynn Capital
Georgia
$2.25M
TWM
1229
Tradition Wealth Management
Minnesota
$2.25M
DE
1230
Diversified Enterprises
Delaware
$2.24M
SGCA
1231
Steel Grove Capital Advisors
Tennessee
$2.24M
FFS
1232
Founders Financial Securities
Maryland
$2.24M
BLFG
1233
Brian Low Financial Group
Louisiana
$2.23M
CAM
1234
Cidel Asset Management
Ontario, Canada
$2.22M
WFMPM
1235
Woodley Farra Manion Portfolio Management
Indiana
$2.22M
NAAA
1236
New Age Alpha Advisors
New York
$2.22M
NL
1237
NWAM LLC
Washington
$2.22M
EWA
1238
Exencial Wealth Advisors
Oklahoma
$2.21M
FFG
1239
Fortress Financial Group
Minnesota
$2.21M
WAS
1240
WESPAC Advisors SoCal
California
$2.21M
MA
1241
MJP Associates
Connecticut
$2.21M
IAS
1242
Insigneo Advisory Services
Florida
$2.21M
RPC
1243
Rossmore Private Capital
Connecticut
$2.2M
RSC
1244
Red Spruce Capital
Pennsylvania
$2.2M
NAS
1245
Nicolet Advisory Services
Wisconsin
$2.2M
BHBT
1246
Burke & Herbert Bank & Trust
Virginia
$2.19M
NFA
1247
Northern Financial Advisors
Michigan
$2.19M
RIM
1248
Redwood Investment Management
Arizona
$2.19M
IJWM
1249
Inman Jager Wealth Management
Mississippi
$2.18M
HFBOT
1250
Home Federal Bank of Tennessee
Tennessee
$2.18M