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
SAI
2276
Systematic Alpha Investments
New Jersey
$576K
RIA
2277
Realta Investment Advisors
Delaware
$576K
WN
2278
Williams & Novak
California
$574K
NFA
2279
Northwest Financial Advisors
Virginia
$573K
BF
2280
Brucke Financial
Indiana
$573K
WF
2281
Whelan Financial
California
$572K
FFA
2282
Fragasso Financial Advisors
Pennsylvania
$571K
OIA
2283
Optimum Investment Advisors
Illinois
$569K
KAM
2284
KEB Asset Management
Illinois
$568K
MSRI
2285
Michael S. Ryan Inc
New York
$568K
CPBTD
2286
Central Pacific Bank - Trust Division
Hawaii
$567K
BCP
2287
Blackhawk Capital Partners
Wisconsin
$567K
GCA
2288
Gradient Capital Advisors
California
$565K
NA
2289
Nautilus Advisors
California
$565K
JE
2290
JMAC Enterprises
Pennsylvania
$564K
EA
2291
Ergawealth Advisors
Illinois
$564K
AIC
2292
Argus Investors Counsel
New York
$563K
ALC
2293
Alexander Labrunerie & Co
Missouri
$562K
CFGA
2294
Cambridge Financial Group (Arizona)
Arizona
$559K
FA
2295
Fountainhead AM
New Jersey
$559K
CFG
2296
CKW Financial Group
Hawaii
$558K
KCIC
2297
Kuhn & Co Investment Counsel
Illinois
$558K
TCM
2298
Traynor Capital Management
Pennsylvania
$555K
EA
2299
Everpar Advisors
Oklahoma
$555K
KIM
2300
Kestra Investment Management
Texas
$554K