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
NC
2551
North Capital
Utah
$419K
DA
2552
Detalus Advisors
Missouri
$418K
JSL
2553
JT Stratford LLC
Georgia
$418K
WA
2554
Wealthstar Advisors
Texas
$418K
VFA
2555
Voya Financial Advisors
Connecticut
$417K
LTI
2556
Laffer Tengler Investments
Tennessee
$417K
WWC
2557
Waypoint Wealth Counsel
Georgia
$417K
NCM
2558
Nelson Capital Management
California
$417K
SWM
2559
Sagace Wealth Management
Florida
$416K
CP
2560
Canopy Partners
Ohio
$414K
AIA
2561
AssuredPartners Investment Advisors
Florida
$412K
ZAM
2562
Zevin Asset Management
Massachusetts
$412K
CV
2563
Counterweight Ventures
North Carolina
$412K
PA
2564
Perennial Advisors
New York
$411K
GCP
2565
Gill Capital Partners
Colorado
$410K
HI
2566
Humankind Investments
New York
$409K
TLCM
2567
Twin Lakes Capital Management
California
$409K
CMAI
2568
Capital Management Associates Inc
Minnesota
$408K
PWA
2569
Primoris Wealth Advisors
Florida
$408K
CP
2570
Castleview Partners
Texas
$408K
PP
2571
Patron Partners
Texas
$406K
LC
2572
Landaas & Company
Wisconsin
$405K
EWA
2573
Exit Wealth Advisors
Georgia
$405K
SIC
2574
Samalin Investment Counsel
New York
$404K
AFM
2575
Abbot Financial Management
Massachusetts
$404K