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
WHC
2626
Wulff, Hansen & Co
California
$374K
CPW
2627
Cove Private Wealth
New York
$374K
KWA
2628
Kellett Wealth Advisors
Ohio
$373K
BTWM
2629
Brass Tax Wealth Management
Ohio
$373K
FAT
2630
First American Trust
California
$373K
MPPW
2631
Mitchell & Pahl Private Wealth
Oklahoma
$372K
RI
2632
Ridgewood Investments
New Jersey
$371K
BTIM
2633
BancFirst Trust & Investment Management
Oklahoma
$371K
AIFAIM
2634
American Institute for Advanced Investment Management
Arizona
$371K
CW
2635
Channel Wealth
California
$371K
SL
2636
SWMG LLC
Texas
$370K
PWMG
2637
Private Wealth Management Group
New Jersey
$367K
BF
2638
Blankinship & Foster
California
$367K
EE
2639
EWG Elevate
California
$367K
NCM
2640
Noesis Capital Mangement
Florida
$367K
WCWM
2641
Willow Creek Wealth Management
California
$366K
RMC
2642
Ring Mountain Capital
California
$366K
BFPW
2643
BOK Financial Private Wealth
Colorado
$366K
LGG
2644
Luts & Greenleigh Group
Maryland
$366K
MSR
2645
Main Street Research
Connecticut
$365K
BFAG
2646
Blackston Financial Advisory Group
Florida
$365K
LF
2647
LifeSteps Financial
California
$365K
AHL
2648
Abel Hall LLC
Louisiana
$365K
ARG
2649
Advisory Resource Group
Oklahoma
$364K
GT
2650
GreatBanc Trust
Illinois
$364K