3,367 hedge funds and large institutions have $163B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 1,461 increasing their positions, 1,177 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:

0.94% less ownership

Funds ownership: 62.99%62.05% (-0.94%)

6% less capital invested

Capital invested by funds: $172B → $163B (-$9.71B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,367
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
FNBSF
2226
First National Bank Sioux Falls
South Dakota
$617K
SEP
2227
Southland Equity Partners
Missouri
$616K
WW
2228
Waterfront Wealth
Kansas
$616K
CB
2229
CNB Bank
Pennsylvania
$614K
SC
2230
Sepio Capital
Utah
$614K
FCIM
2231
Fairview Capital Investment Management
California
$613K
PA
2232
PSI Advisors
Florida
$613K
PJSIMP
2233
P.J. Schmidt Investment Management (PJS)
Wisconsin
$612K
CC
2234
Capital Counsel
New York
$612K
AFT
2235
Alpha Family Trust
California
$611K
PCM
2236
Permanent Capital Management
Illinois
$610K
LAS
2237
LWM Advisory Services
Florida
$609K
AL
2238
Arnhold LLC
New York
$608K
ACA
2239
Affinity Capital Advisors
California
$607K
DSN
2240
D. Scott Neal
Kentucky
$607K
IWP
2241
Innova Wealth Partners
Pennsylvania
$607K
PIM
2242
Progressive Investment Management
Oregon
$606K
DMKJ
2243
David M. Knott Jr
$604K
TCM
2244
Towercrest Capital Management
Pennsylvania
$603K
FMTC
2245
Farmers & Merchants Trust Company
California
$603K
MCA
2246
MSH Capital Advisors
Arizona
$602K
RF
2247
Rossby Financial
Florida
$602K
AWMG
2248
Alliance Wealth Management Group
New Jersey
$600K
B
2249
Bellecapital
Switzerland
$599K
EGWAG
2250
Elwood & Goetz Wealth Advisory Group
Georgia
$599K