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
MWA
2576
Motive Wealth Advisors
Michigan
$403K
AGWCA
2577
Annis Gardner Whiting Capital Advisors
Florida
$403K
CWMK
2578
Caliber Wealth Management (Kansas)
Kansas
$403K
FA
2579
Fiducient Advisors
Illinois
$402K
PWM
2580
Partners Wealth Management
California
$402K
IQI
2581
Integrated Quantitative Investments
Washington
$402K
BI
2582
Bolthouse Investments
California
$398K
WAOI
2583
Wealth Advisors of Iowa
Iowa
$398K
SA
2584
Skyline Advisors
Washington
$398K
FF
2585
Friday Financial
Iowa
$398K
EAM
2586
Empirical Asset Management
Massachusetts
$396K
RFA
2587
Resurgent Financial Advisors
Georgia
$395K
SIA
2588
Strategic Investment Advisors
Michigan
$395K
Two Sigma Advisers
2589
Two Sigma Advisers
New York
$395K
FRM
2590
Foundation Resource Management
Arkansas
$395K
DRP
2591
Decker Retirement Planning
Utah
$395K
PGAM
2592
Princeton Global Asset Management
New Jersey
$394K
HA
2593
HC Advisors
Georgia
$392K
CA
2594
Cache Advisors
California
$391K
AWG
2595
Altus Wealth Group
Colorado
$391K
CCAM
2596
Cascades Capital Asset Management
North Carolina
$391K
BFA
2597
Brown Financial Advisors
Ohio
$391K
KBFS
2598
Kohmann Bosshard Financial Services
Ohio
$390K
CG
2599
CFO4Life Group
Texas
$390K
SWA
2600
Strategies Wealth Advisors
Michigan
$389K