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
AV
2501
Aspiring Ventures
Ohio
$441K
NWA
2502
New World Advisors
Massachusetts
$441K
WI
2503
WJ Interests
Texas
$441K
MIM
2504
Macroview Investment Management
Maryland
$441K
NI
2505
NDVR Inc
Massachusetts
$441K
GWP
2506
Gateway Wealth Partners
Wisconsin
$441K
API
2507
Asset Planning Inc
California
$440K
VC
2508
Vestor Capital
Illinois
$440K
SDWMA
2509
Schneider Downs Wealth Management Advisors
Pennsylvania
$440K
DFP
2510
Defined Financial Planning
California
$437K
SLC
2511
Second Line Capital
Louisiana
$437K
FCG
2512
Fielder Capital Group
Tennessee
$437K
PFP
2513
Paragon Financial Partners
California
$436K
CA
2514
Capital Advantage
California
$436K
TTWM
2515
TCV Trust & Wealth Management
Virginia
$435K
HDA
2516
Harold Davidson & Associates
California
$435K
CCG
2517
Coastwise Capital Group
California
$435K
WA
2518
Win Advisors
Florida
$432K
TCOK
2519
Trust Company of Kansas
Kansas
$431K
BA
2520
Baugh & Associates
Georgia
$431K
CWA
2521
Clarus Wealth Advisors
Arizona
$430K
NRC
2522
New Republic Capital
North Carolina
$429K
RWM
2523
Rockline Wealth Management
New York
$429K
ACM
2524
Armbruster Capital Management
New York
$428K
RGF
2525
Retirement Guys Formula
Ohio
$428K