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
SN
1926
Sittner & Nelson
Oregon
$859K
BFG
1927
Bouchey Financial Group
New York
$859K
LPAM
1928
Lodestar Private Asset Management
California
$859K
UB
1929
Umpqua Bank
Oregon
$858K
CMTU
1930
Capital Markets Trading (UK)
United Kingdom
$857K
HAC
1931
Harbor Advisory Corp
New Hampshire
$857K
SL
1932
Salomon & Ludwin
Virginia
$855K
AMG
1933
Asset Management Group
Connecticut
$854K
CHA
1934
Cooper/Haims Advisors
New York
$854K
EPW
1935
Endeavor Private Wealth
Kansas
$853K
MFS
1936
Mattson Financial Services
Michigan
$852K
CFA
1937
Camarda Financial Advisors
Florida
$851K
CFFP
1938
Center for Financial Planning
Michigan
$851K
KLWA
1939
Kelly Lawrence W & Associates
California
$849K
OPCM
1940
Osborne Partners Capital Management
California
$848K
HTIM
1941
Harbour Trust & Investment Management
Indiana
$848K
RZH
1942
Relyea Zuckerberg Hanson
Connecticut
$847K
LI
1943
LVZ Inc
Michigan
$847K
MIC
1944
Maxi Investments CY
Cyprus
$846K
HR
1945
Howe & Rusling
New York
$846K
AGP
1946
Autumn Glory Partners
Texas
$846K
PPW
1947
Pasadena Private Wealth
California
$845K
CFG
1948
Carr Financial Group
Massachusetts
$843K
MTC
1949
McDaniel Terry & Co
Texas
$842K
FAFN
1950
First Affirmative Financial Network
Colorado
$841K