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
VAS
1251
Vestmark Advisory Solutions
Massachusetts
$2.18M
CTFG
1252
Capstone Triton Financial Group
Oklahoma
$2.18M
VA
1253
Valmark Advisers
Ohio
$2.18M
WF
1254
Warner Financial
Maryland
$2.17M
PPWM
1255
Paragon Private Wealth Management
Kentucky
$2.17M
NPA
1256
Nichols & Pratt Advisers
Massachusetts
$2.17M
MAM
1257
Milestone Asset Management
Pennsylvania
$2.17M
BAM
1258
Byrne Asset Management
New Jersey
$2.16M
SAM
1259
Steinberg Asset Management
New York
$2.16M
SWM
1260
Stockman Wealth Management
Montana
$2.16M
TYCC
1261
Texas Yale Capital Corp
Florida
$2.16M
TPWM
1262
Twelve Points Wealth Management
Massachusetts
$2.16M
EP
1263
Edgestream Partners
New Jersey
$2.15M
B
1264
Birchbrook
Maine
$2.15M
FFN
1265
Focus Financial Network
Minnesota
$2.14M
RAM
1266
Redmond Asset Management
Virginia
$2.14M
IC
1267
Inscription Capital
Texas
$2.12M
SGC
1268
Slocum, Gordon & Co
Rhode Island
$2.12M
TPW
1269
Transatlantique Private Wealth
New York
$2.12M
AC
1270
AlphaCore Capital
California
$2.11M
TFP
1271
Tilia Fiduciary Partners
North Carolina
$2.11M
FWP
1272
FAS Wealth Partners
Kansas
$2.11M
MIP
1273
Marietta Investment Partners
Wisconsin
$2.11M
BAM
1274
Brave Asset Management
New Jersey
$2.11M
RMP
1275
Richards, Merrill & Peterson
Washington
$2.1M