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
HTIM
1951
Harbour Trust & Investment Management
Indiana
$848K
RZH
1952
Relyea Zuckerberg Hanson
Connecticut
$847K
LI
1953
LVZ Inc
Michigan
$847K
MIC
1954
Maxi Investments CY
Cyprus
$846K
HR
1955
Howe & Rusling
New York
$846K
AGP
1956
Autumn Glory Partners
Texas
$846K
PPW
1957
Pasadena Private Wealth
California
$845K
CFG
1958
Carr Financial Group
Massachusetts
$843K
MTC
1959
McDaniel Terry & Co
Texas
$842K
FAFN
1960
First Affirmative Financial Network
Colorado
$841K
DOA
1961
D'Orazio & Associates
Virginia
$841K
EGA
1962
E&G Advisors
Texas
$840K
RAG
1963
RIA Advisory Group
Iowa
$840K
FSC
1964
Full Sail Capital
Oklahoma
$839K
RS
1965
Rakuten Securities
Japan
$839K
PMFA
1966
Plante Moran Financial Advisors
Michigan
$839K
TWP
1967
Triad Wealth Partners
Kansas
$837K
CAWM
1968
Capital Advisors Wealth Management
Washington
$834K
KCM
1969
Kathmere Capital Management
Pennsylvania
$833K
GFM
1970
GF Fund Management
China
$832K
CBB
1971
Citizens Business Bank
California
$828K
PAS
1972
Professional Advisory Services
Florida
$828K
PSB
1973
Piscataqua Savings Bank
New Hampshire
$827K
AIM
1974
Advyzon Investment Management
Illinois
$825K
EIA
1975
Eldridge Investment Advisors
New Hampshire
$824K