3,366 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, 1,176 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
3,366
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
ICP
2676
Impact Capital Partners
Colorado
$353K
BWM
2677
Biltmore Wealth Management
Arizona
$352K
HAS
2678
Holland Advisory Services
Florida
$352K
NF
2679
NavPoint Financial
Minnesota
$352K
SGI
2680
Swan Global Investments
Colorado
$352K
TFG
2681
Taylor Financial Group
Virginia
$351K
AWP
2682
Accretive Wealth Partners
New Jersey
$351K
ECM
2683
Elgethun Capital Management
South Dakota
$351K
LF
2684
Lee Financial
Texas
$350K
RW
2685
RVW Wealth
California
$349K
HWA
2686
HHM Wealth Advisors
Tennessee
$349K
WWA
2687
Wingate Wealth Advisors
Massachusetts
$349K
WI
2688
WBI Investments
New Jersey
$348K
VBFG
2689
Vishria Bird Financial Group
Tennessee
$347K
BWM
2690
BCS Wealth Management
Tennessee
$347K
IIA
2691
Integral Investment Advisors
California
$346K
SSG
2692
Summit Securities Group
New York
$346K
EA
2693
Ellsworth Advisors
Ohio
$346K
EMAM
2694
Encompass More Asset Management
California
$346K
PA
2695
Pineridge Advisors
Missouri
$345K
LCM
2696
Liberty Capital Management
Michigan
$345K
LGWM
2697
Litman Gregory Wealth Management
California
$345K
CMBA
2698
C.M. Bidwell & Associates
Hawaii
$345K
MA
2699
MKT Advisors
California
$344K
OCBCO
2700
Oversea-Chinese Banking Corp (OCBC)
Singapore
$344K