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
FBB
1926
Fulton Breakefield Broenniman
Maryland
$868K
JWBC
1927
J.W. Burns & Co
New York
$867K
RC
1928
Reik & Co
New York
$867K
OCM
1929
One Capital Management
California
$866K
DG
1930
DMC Group
Alabama
$865K
OL
1931
Optas LLC
Texas
$863K
CEI
1932
Clark Estates Inc
New York
$862K
HAS
1933
HBW Advisory Services
California
$861K
I2I
1934
Insight 2811 Inc
Illinois
$860K
SPL
1935
Smart Portfolios LLC
Washington
$859K
SN
1936
Sittner & Nelson
Oregon
$859K
BFG
1937
Bouchey Financial Group
New York
$859K
LPAM
1938
Lodestar Private Asset Management
California
$859K
UB
1939
Umpqua Bank
Oregon
$858K
CMTU
1940
Capital Markets Trading (UK)
United Kingdom
$857K
HAC
1941
Harbor Advisory Corp
New Hampshire
$857K
SL
1942
Salomon & Ludwin
Virginia
$855K
AMG
1943
Asset Management Group
Connecticut
$854K
CHA
1944
Cooper/Haims Advisors
New York
$854K
EPW
1945
Endeavor Private Wealth
Kansas
$853K
MFS
1946
Mattson Financial Services
Michigan
$852K
CFA
1947
Camarda Financial Advisors
Florida
$851K
CFFP
1948
Center for Financial Planning
Michigan
$851K
KLWA
1949
Kelly Lawrence W & Associates
California
$849K
OPCM
1950
Osborne Partners Capital Management
California
$848K