3,371 hedge funds and large institutions have $163B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 212 funds opening new positions, 1,463 increasing their positions, 1,180 reducing their positions, and 142 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:

0.98% less ownership

Funds ownership: 63.04%62.06% (-0.98%)

6% less capital invested

Capital invested by funds: $173B → $163B (-$9.83B)

30% less funds holding in top 10

Funds holding in top 10: 12185 (-36)

Holders
3,371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
JF
1551
Joule Financial
Kentucky
$1.42M
UPS
1552
UHLMANN PRICE SECURITIES
Illinois
$1.42M
WPW
1553
Waldron Private Wealth
Pennsylvania
$1.42M
BMC
1554
Beaton Management Company
Massachusetts
$1.42M
CCA
1555
Cypress Capital Advisors
Tennessee
$1.41M
AI
1556
Arvest Investments
Arkansas
$1.41M
FIA
1557
FNY Investment Advisers
New York
$1.41M
BFS
1558
BridgePort Financial Solutions
Iowa
$1.41M
CA
1559
Continuum Advisory
Idaho
$1.41M
YIA
1560
YHB Investment Advisors
Connecticut
$1.4M
SLI
1561
Sumitomo Life Insurance
Japan
$1.4M
MWM
1562
Massachusetts Wealth Management
Massachusetts
$1.39M
S
1563
SimplyRich
California
$1.39M
BOS
1564
Bank of Stockton
California
$1.39M
SFO
1565
Stokes Family Office
Louisiana
$1.39M
BCB
1566
Brian C. Broderick
$1.38M
VAG
1567
VisionPoint Advisory Group
Texas
$1.38M
FBC
1568
Fairfield, Bush & Co
Connecticut
$1.38M
OA
1569
Operose Advisors
Wisconsin
$1.38M
CHJWM
1570
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.38M
AF
1571
Arrow Financial
New York
$1.37M
NRI
1572
NFP Retirement Inc
California
$1.37M
PCM
1573
Piedmont Capital Management
Montana
$1.37M
LIA
1574
LS Investment Advisors
Michigan
$1.36M
HFS
1575
Heritage Financial Services
Massachusetts
$1.36M