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
GAM
2526
Gemmer Asset Management
California
$428K
SIC
2527
SJS Investment Consulting
Ohio
$427K
MWA
2528
Monograph Wealth Advisors
California
$427K
RG
2529
Renaissance Group
Kentucky
$427K
JWM
2530
Jacksonville Wealth Management
Florida
$427K
WAG
2531
Wallace Advisory Group
California
$426K
CRI
2532
Colonial River Investments
Virginia
$426K
RPA
2533
Rock Point Advisors
Vermont
$426K
HI
2534
Human Investing
Oregon
$425K
KBG
2535
Kahn Brothers Group
New York
$425K
HAS
2536
Horizon Advisory Services
New York
$425K
SPI
2537
Sutton Place Investors
New York
$425K
GMFG
2538
Greater Midwest Financial Group
Minnesota
$424K
WW
2539
Westshore Wealth
California
$423K
IR
2540
IAT Reinsurance
New York
$423K
FFA
2541
Fortune Financial Advisors
Kansas
$423K
NSCM
2542
New South Capital Management
Tennessee
$423K
LAM
2543
Lountzis Asset Management
Pennsylvania
$423K
GWA
2544
Gibson Wealth Advisors
Texas
$423K
SWA
2545
Strata Wealth Advisors
Texas
$422K
BWFA
2546
Baltimore-Washington Financial Advisors
Maryland
$420K
SA
2547
Sovran Advisors
California
$420K
PWM
2548
Paulson Wealth Management
Illinois
$420K
GPA
2549
Guerra Pan Advisors
New Jersey
$420K
CA
2550
Cambridge Advisors
Nebraska
$419K