3,357 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, 1,458 increasing their positions, 1,173 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:

0.95% less ownership

Funds ownership: 62.99%62.04% (-0.95%)

6% less capital invested

Capital invested by funds: $172B → $163B (-$9.74B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,357
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
CA
1551
Continuum Advisory
Idaho
$1.41M
YIA
1552
YHB Investment Advisors
Connecticut
$1.4M
SLI
1553
Sumitomo Life Insurance
Japan
$1.4M
MWM
1554
Massachusetts Wealth Management
Massachusetts
$1.39M
S
1555
SimplyRich
California
$1.39M
BOS
1556
Bank of Stockton
California
$1.39M
SFO
1557
Stokes Family Office
Louisiana
$1.39M
BCB
1558
Brian C. Broderick
$1.38M
VAG
1559
VisionPoint Advisory Group
Texas
$1.38M
FBC
1560
Fairfield, Bush & Co
Connecticut
$1.38M
OA
1561
Operose Advisors
Wisconsin
$1.38M
CHJWM
1562
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.38M
AF
1563
Arrow Financial
New York
$1.37M
NRI
1564
NFP Retirement Inc
California
$1.37M
PCM
1565
Piedmont Capital Management
Montana
$1.37M
LIA
1566
LS Investment Advisors
Michigan
$1.36M
HFS
1567
Heritage Financial Services
Massachusetts
$1.36M
SWM
1568
Selective Wealth Management
Virginia
$1.36M
NI
1569
Natural Investments
California
$1.35M
BM
1570
Berman McAleer
Maryland
$1.35M
HAM
1571
Hedges Asset Management
Nevada
$1.35M
CFS
1572
CRA Financial Services
New Jersey
$1.35M
TGAM
1573
TBH Global Asset Management
Tennessee
$1.35M
RBFC
1574
Roman Butler Fullerton & Co
Missouri
$1.34M
SFG
1575
Sovereign Financial Group
Connecticut
$1.34M