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3,682 hedge funds and large institutions have $177B invested in IBM in 2025 Q4 according to their latest regulatory filings, with 457 funds opening new positions, 1,446 increasing their positions, 1,285 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 457 | Existing positions closed: 116

13% more repeat investments, than reductions

Existing positions increased: 1,446 | Existing positions reduced: 1,285

12% more call options, than puts

Call options by funds: $4.92B | Put options by funds: $4.4B

9% more capital invested

Capital invested by funds: $163B → $177B (+$14.1B)

8% more funds holding

Funds holding: 3,4133,682 (+269)

6% more funds holding in top 10

Funds holding in top 10: 8893 (+5)

1.99% more ownership

Funds ownership: 62.21%64.2% (+2%)

Holders
3,682
Holders Change
+269
Holders Change %
+7.88%
% of All Funds
44.79%
Holding in Top 10
93
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.68%
% of All Funds
1.13%
New
457
Increased
1,446
Reduced
1,285
Closed
116
Calls
$4.92B
Puts
$4.4B
Net Calls
+$515M
Net Calls Change
-$1.13B
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1226
Apella Capital
Connecticut
$2.6M +$27.6K +92 +1%
TVPW
1227
Third View Private Wealth
Connecticut
$2.6M +$2.63M +8,766 New
SMA
1228
Sage Mountain Advisors
Georgia
$2.6M -$18.3K -61 -0.7%
FFA
1229
Founders Financial Alliance
North Carolina
$2.59M +$50.9K +170 +2%
FFS
1230
Founders Financial Securities
Maryland
$2.59M +$239K +797 +10%
DI
1231
Diligent Investors
California
$2.58M -$59K -197 -2%
GWP
1232
Gen-Wealth Partners
Michigan
$2.58M -$262K -874 -9%
FNBTCON
1233
First National Bank & Trust Co of Newtown
Pennsylvania
$2.57M +$648K +2,165 +33%
RF
1234
Robbins Farley
New Hampshire
$2.57M +$128K +427 +5%
CCM
1235
CFO Capital Management
Connecticut
$2.57M +$2.6M +8,668 New
BCA
1236
Bay Colony Advisors
Massachusetts
$2.57M -$613K -2,046 -19%
KIA
1237
Koenig Investment Advisory
Oregon
$2.56M +$3.17M +10,592 New
FG
1238
Fiduciary Group
Georgia
$2.55M +$54.5K +182 +2%
PGWM
1239
Parisi Gray Wealth Management
New Jersey
$2.54M +$599 +2 +0%
AMIM
1240
Aull & Monroe Investment Management
Alabama
$2.54M -$3K -10 -0.1%
TF
1241
Tompkins Financial
New York
$2.54M -$31.1K -104 -1%
CPSC
1242
Carl P. Sherr & Co
Massachusetts
$2.53M -$27K -90 -1%
KIG
1243
Kessler Investment Group
Indiana
$2.53M -$35.6K -119 -1%
KFP
1244
Keystone Financial Planning
Ohio
$2.52M +$5.09K +17 +0.2%
CCA
1245
Checchi Capital Advisers
California
$2.52M -$1.2K -4 -0%
CWM
1246
Calamos Wealth Management
Illinois
$2.51M +$48.5K +162 +2%
AWC
1247
Abundance Wealth Counselors
Pennsylvania
$2.51M +$375K +1,251 +17%
DA
1248
Dover Advisors
Virginia
$2.51M -$18K -60 -0.7%
AWE
1249
Avidian Wealth Enterprises
Texas
$2.51M +$39.2K +131 +2%
MCM
1250
Mainstay Capital Management
Michigan
$2.5M -$289K -965 -10%