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
CIG
1301
Cascade Investment Group
Colorado
$2.01M
AGP
1302
Aspire Growth Partners
Florida
$2.01M
TWA
1303
TCI Wealth Advisors
Arizona
$2.01M
ESB
1304
Essex Savings Bank
Connecticut
$2.01M
PCC
1305
Park Circle Company
Maryland
$2M
UCB
1306
United Community Bank
South Carolina
$1.99M
CSA
1307
Cornerstone Select Advisors
Missouri
$1.99M
WDC
1308
Woodward Diversified Capital
California
$1.98M
AB
1309
Atlas Brown
Kentucky
$1.98M
EWM
1310
EPG Wealth Management
Georgia
$1.98M
CMANY
1311
Capital Management Associates (New York)
New York
$1.98M
RFG
1312
Range Financial Group
Oregon
$1.97M
RMA
1313
Roffman Miller Associates
Pennsylvania
$1.97M
PCM
1314
Pinnbrook Capital Management
New York
$1.97M
EHC
1315
Everett Harris & Co
California
$1.97M
RFA
1316
Register Financial Advisors
Georgia
$1.97M
SF
1317
Symphony Financial
Texas
$1.97M
AIM
1318
Aspen Investment Management
Michigan
$1.96M
SIA
1319
Soltis Investment Advisors
Utah
$1.96M
PTP
1320
Platform Technology Partners
New York
$1.96M
CWA
1321
Core Wealth Advisors
Florida
$1.96M
MWA
1322
Midland Wealth Advisors
Illinois
$1.96M
DWM
1323
Destination Wealth Management
California
$1.95M
EI
1324
Ellevest Inc
New York
$1.95M
MFA
1325
Mayflower Financial Advisors
Massachusetts
$1.95M