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
CFG
2601
Copley Financial Group
California
$389K
GIP
2602
Greatmark Investment Partners
Georgia
$388K
RFS
2603
Richardson Financial Services
Massachusetts
$388K
GAM
2604
Gould Asset Management
California
$387K
WFA
2605
WJ Financial Advisors
Connecticut
$386K
KA
2606
Kooman & Associates
Pennsylvania
$386K
VPP
2607
Vertex Planning Partners
Illinois
$385K
PSP
2608
Pacific Sage Partners
Washington
$384K
GCP
2609
GSA Capital Partners
United Kingdom
$384K
CCFM
2610
Clear Creek Financial Management
Washington
$384K
SNWA
2611
Siligmueller & Norvid Wealth Advisors
Illinois
$384K
MKA
2612
M. Kulyk & Associates
Georgia
$384K
BW
2613
Blalock Williams
Alabama
$383K
GWM
2614
Gibbs Wealth Management
Georgia
$382K
GKIM
2615
GW&K Investment Management
Massachusetts
$382K
EW
2616
Enzi Wealth
Texas
$382K
CBT
2617
Crews Bank & Trust
Florida
$381K
CTA
2618
Colonial Trust Advisors
South Carolina
$381K
SC
2619
Schiavi & Co
Delaware
$381K
SCM
2620
Sollinda Capital Management
Florida
$380K
GA
2621
Goldstein Advisors
Wisconsin
$378K
LWM
2622
LeConte Wealth Management
Tennessee
$377K
BWM
2623
Boyd Wealth Management
California
$376K
WPA
2624
West Paces Advisors
Georgia
$376K
FWP
2625
Fiduciary Wealth Partners
Massachusetts
$375K