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
BCM
1376
BluePath Capital Management
Georgia
$1.82M
NSAM
1377
North Star Asset Management
Wisconsin
$1.82M
WF
1378
WoodTrust Financial
Wisconsin
$1.81M
OPPS
1379
Obsidian Personal Planning Solutions
Maryland
$1.81M
AFS
1380
Access Financial Services
Minnesota
$1.81M
LWANC
1381
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.81M
WCM
1382
Winthrop Capital Management
Indiana
$1.81M
WC
1383
Wolfstich Capital
Massachusetts
$1.81M
FFC
1384
Frederick Financial Consultants
Maryland
$1.81M
RPGK
1385
Retirement Planning Group (Kansas)
Kansas
$1.81M
BSA
1386
Braun Stacey Associates
New York
$1.81M
NIM
1387
Northeast Investment Management
Massachusetts
$1.8M
MMA
1388
Miracle Mile Advisors
California
$1.8M
CF
1389
Convergence Financial
Missouri
$1.8M
BL
1390
BFSG LLC
California
$1.8M
NICM
1391
Neo Ivy Capital Management
New York
$1.79M
FWA
1392
FSM Wealth Advisors
Ohio
$1.78M
VWM
1393
Venturi Wealth Management
Texas
$1.78M
ACM
1394
Aster Capital Management
United Arab Emirates
$1.78M
BIM
1395
Baldwin Investment Management
Pennsylvania
$1.78M
GPA
1396
Garrison Point Advisors
California
$1.77M
SIC
1397
Salem Investment Counselors
North Carolina
$1.77M
AI
1398
Axecap Investments
Ohio
$1.77M
SVCP
1399
Silicon Valley Capital Partners
California
$1.77M
AA
1400
Armis Advisers
Georgia
$1.77M