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
LIA
1976
Lynx Investment Advisory
District of Columbia
$823K
BDF
1977
Black Diamond Financial
Maryland
$821K
HIM
1978
Hanlon Investment Management
New Jersey
$821K
PAM
1979
Pegasus Asset Management
New York
$820K
BOJHT
1980
Bank of Jackson Hole Trust
Wyoming
$820K
PCMI
1981
Paradigm Capital Management Inc
New York
$818K
LKBC
1982
L.K. Benson & Company
Maryland
$818K
LFS
1983
Legacy Financial Strategies
Kansas
$818K
SC
1984
Sawyer & Company
Massachusetts
$817K
HCMT
1985
Highland Capital Management (Tennessee)
Tennessee
$815K
TWP
1986
Tyche Wealth Partners
Texas
$814K
AFWM
1987
Abich Financial Wealth Management
Virginia
$813K
MFC
1988
Morris Financial Concepts
South Carolina
$813K
HIC
1989
Harvey Investment Company
Kentucky
$813K
BWS
1990
Broadway Wealth Solutions
Texas
$812K
WKWM
1991
Walter & Keenan Wealth Management
Indiana
$811K
A
1992
AlphaQuest
New York
$810K
BDFN
1993
Bond & Devick Financial Network
Minnesota
$809K
SSW
1994
Smith Shellnut Wilson
Mississippi
$809K
AG
1995
AmeriFlex Group
Nevada
$808K
BWA
1996
BlueSky Wealth Advisors
North Carolina
$808K
CNC
1997
Citizens & Northern Corp
Pennsylvania
$807K
AWM
1998
Aberdeen Wealth Management
Illinois
$807K
OCPWS
1999
One Charles Private Wealth Services
Massachusetts
$805K
DW30
2000
Drucker Wealth 3.0
New Jersey
$804K