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
CWA
2476
Canvas Wealth Advisors
Kansas
$452K
TP
2477
Tranquility Partners
Tennessee
$451K
GSWM
2478
Golden State Wealth Management
California
$450K
BFA
2479
Bright Financial Advisors
Michigan
$450K
BWA
2480
Blodgett Wealth Advisors
California
$449K
RSWA
2481
Robinson Smith Wealth Advisors
Maine
$449K
VPWA
2482
Vestia Personal Wealth Advisors
Indiana
$449K
LF
2483
Lighthouse Financial
Florida
$449K
MCA
2484
Magnolia Capital Advisors
Mississippi
$448K
BFW
2485
Brady Family Wealth
Missouri
$448K
PCI
2486
Planning Center Inc
Illinois
$448K
HIA
2487
HTG Investment Advisors
Connecticut
$448K
IW
2488
Imprint Wealth
South Carolina
$448K
LWA
2489
Lantern Wealth Advisors
New York
$447K
EBWM
2490
Eagle Bluffs Wealth Management
Missouri
$446K
EL
2491
EWA LLC
Pennsylvania
$445K
KWM
2492
Keebeck Wealth Management
Illinois
$445K
RWS
2493
Rochester Wealth Strategies
Michigan
$444K
CG
2494
Clarus Group
Texas
$443K
GCM
2495
Garland Capital Management
Washington
$443K
SFMG
2496
Sage Financial Management Group
Virginia
$443K
CCC
2497
Compass Capital Corp
Massachusetts
$443K
PMG
2498
ProVise Management Group
Florida
$442K
GC
2499
Gibson Capital
Pennsylvania
$442K
WB
2500
West Bancorporation
Iowa
$442K