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
WAM
2651
Weinberger Asset Management
California
$364K
QFW
2652
QTR Family Wealth
Florida
$364K
CCT
2653
Chemung Canal Trust
New York
$364K
MHC
2654
May Hill Capital
Massachusetts
$364K
FWM
2655
FSA Wealth Management
Massachusetts
$363K
AWP
2656
Abacus Wealth Partners
California
$363K
LCM
2657
Lazari Capital Management
California
$363K
BWP
2658
Bernardo Wealth Planning
Pennsylvania
$362K
CKAIS
2659
Christensen King & Associates Investment Services
Washington
$362K
WFA
2660
WMG Financial Advisors
Tennessee
$361K
KA
2661
Kozak & Associates
Colorado
$361K
HFRG
2662
Houlihan Financial Resource Group
Virginia
$360K
HFS
2663
Hopwood Financial Services
Virginia
$360K
SWA
2664
Serenus Wealth Advisors
California
$360K
MWM
2665
Melfa Wealth Management
Massachusetts
$360K
OFO
2666
OneAscent Family Office
Alabama
$359K
TAFW
2667
Tred Avon Family Wealth
Maryland
$359K
CAM
2668
Campion Asset Management
Virginia
$358K
RWM
2669
RBA Wealth Management
California
$358K
NPPM
2670
North Point Portfolio Managers
Ohio
$357K
CAS
2671
Coppell Advisory Solutions
Texas
$357K
FWM
2672
Fingerlakes Wealth Management
New York
$356K
PF
2673
Prosperitas Financial
California
$356K
HWM
2674
Hohimer Wealth Management
Washington
$355K
LC
2675
Lincoln Capital
Nebraska
$353K