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
MMHP
1426
Murphy Middleton Hinkle & Parker
Georgia
$1.7M
MCP
1427
Mirador Capital Partners
California
$1.69M
PF
1428
Phoenix Financial
Israel
$1.69M
TFCP
1429
Twin Focus Capital Partners
Massachusetts
$1.69M
IA
1430
IFG Advisory
Georgia
$1.69M
PWM
1431
PBMares Wealth Management
Virginia
$1.68M
IIM
1432
Ironwood Investment Management
Massachusetts
$1.68M
PFA
1433
Pure Financial Advisors
California
$1.68M
NCM
1434
NCM Capital Management
New Jersey
$1.67M
SFI
1435
Susquehanna Fundamental Investments
Pennsylvania
$1.66M
GAM
1436
Grandview Asset Management
Pennsylvania
$1.66M
FFA
1437
Fairfield Financial Advisors
Massachusetts
$1.66M
Optiver Holding
1438
Optiver Holding
Netherlands
$1.66M
BCM
1439
Basso Capital Management
Connecticut
$1.66M
IIC
1440
Integrated Investment Consultants
Michigan
$1.66M
UWP
1441
Uniting Wealth Partners
Kansas
$1.65M
MGP
1442
M&G plc
United Kingdom
$1.65M
NB
1443
Northwest Bancshares
Pennsylvania
$1.65M
WA
1444
Wealth Alliance
New York
$1.65M
SWIM
1445
Smallwood Wealth Investment Management
New Jersey
$1.65M
PP
1446
PDS Planning
Ohio
$1.64M
MTC
1447
Matrix Trust Company
Colorado
$1.64M
PDL
1448
Portfolio Design Labs
California
$1.64M
AC
1449
Avestar Capital
New York
$1.63M
MG
1450
Mather Group
Illinois
$1.63M