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
DOA
1951
D'Orazio & Associates
Virginia
$841K
EGA
1952
E&G Advisors
Texas
$840K
RAG
1953
RIA Advisory Group
Iowa
$840K
FSC
1954
Full Sail Capital
Oklahoma
$839K
RS
1955
Rakuten Securities
Japan
$839K
PMFA
1956
Plante Moran Financial Advisors
Michigan
$839K
TWP
1957
Triad Wealth Partners
Kansas
$837K
CAWM
1958
Capital Advisors Wealth Management
Washington
$834K
KCM
1959
Kathmere Capital Management
Pennsylvania
$833K
GFM
1960
GF Fund Management
China
$832K
CBB
1961
Citizens Business Bank
California
$828K
PAS
1962
Professional Advisory Services
Florida
$828K
PSB
1963
Piscataqua Savings Bank
New Hampshire
$827K
AIM
1964
Advyzon Investment Management
Illinois
$825K
EIA
1965
Eldridge Investment Advisors
New Hampshire
$824K
LIA
1966
Lynx Investment Advisory
District of Columbia
$823K
BDF
1967
Black Diamond Financial
Maryland
$821K
HIM
1968
Hanlon Investment Management
New Jersey
$821K
PAM
1969
Pegasus Asset Management
New York
$820K
BOJHT
1970
Bank of Jackson Hole Trust
Wyoming
$820K
PCMI
1971
Paradigm Capital Management Inc
New York
$818K
LKBC
1972
L.K. Benson & Company
Maryland
$818K
LFS
1973
Legacy Financial Strategies
Kansas
$818K
SC
1974
Sawyer & Company
Massachusetts
$817K
HCMT
1975
Highland Capital Management (Tennessee)
Tennessee
$815K