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
BRM
1876
Boston Research & Management
Massachusetts
$919K
SFG
1877
Stonebridge Financial Group
Pennsylvania
$918K
AWM
1878
Aprio Wealth Management
Georgia
$917K
PA
1879
Persium Advisors
Georgia
$917K
DTC
1880
Davidson Trust Company
Washington
$907K
CL
1881
CLG LLC
California
$907K
BTW
1882
Boston Trust Walden
Massachusetts
$906K
MCM
1883
Maple Capital Management
Vermont
$904K
RFP
1884
Roth Financial Partners
Texas
$903K
BFC
1885
Bedel Financial Consulting
Indiana
$903K
OCM
1886
Orion Capital Management
California
$901K
KFS
1887
Kurt F. Somerville
$901K
ACM
1888
Allred Capital Management
Texas
$899K
LFA
1889
LifeGuide Financial Advisors
Pennsylvania
$899K
LA
1890
LexAurum Advisors
Kansas
$898K
EBA
1891
Eagle Bay Advisors
New York
$896K
RW
1892
Rede Wealth
Virginia
$896K
HIM
1893
Hillsdale Investment Management
Ontario, Canada
$894K
FFWM
1894
Future Financial Wealth Management
Ohio
$894K
EIG
1895
Ellenbecker Investment Group
Wisconsin
$894K
SCA
1896
Sandy Cove Advisors
Massachusetts
$893K
CPSAC
1897
Chas P. Smith & Associates (CPS)
Florida
$892K
BW
1898
BIP Wealth
Georgia
$891K
JIR
1899
James Investment Research
Ohio
$890K
DIM
1900
DLK Investment Management
California
$889K