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
CA
2701
Calton & Associates
Florida
$342K
MIM
2702
Morningstar Investment Management
Illinois
$342K
EFL
2703
ERn Financial LLC
Wisconsin
$341K
JCM
2704
Jag Capital Management
Missouri
$341K
PWM
2705
Purus Wealth Management
California
$341K
MIA
2706
MeadowBrook Investment Advisors
Michigan
$340K
CFG
2707
Chapman Financial Group
Hawaii
$340K
DA
2708
Doliver Advisors
Texas
$339K
SAMC
2709
Spectrum Asset Management (California)
California
$339K
FRA
2710
Front Row Advisors
California
$339K
GWA
2711
Gutierrez Wealth Advisory
Arkansas
$338K
EWA
2712
Encompass Wealth Advisors
Oregon
$338K
ACM
2713
Ashford Capital Management
Delaware
$337K
SPWM
2714
Schrum Private Wealth Management
Florida
$337K
AFGAS
2715
Allegiance Financial Group Advisory Services
Virginia
$337K
SAM
2716
S.A. Mason
Michigan
$335K
TC
2717
TAGStone Capital
North Carolina
$335K
PFA
2718
Professional Financial Advisors
Nebraska
$335K
DWMS
2719
Dominguez Wealth Management Solutions
Virginia
$335K
EFMH
2720
E Fund Management (HK)
Hong Kong
$334K
CPP
2721
Capasso Planning Partners
South Carolina
$334K
JTWM
2722
Jackson Thornton Wealth Management
Alabama
$333K
BMCM
2723
Burns Matteson Capital Management
New York
$333K
WAM
2724
Walker Asset Management
Missouri
$333K
WCM
2725
WealthBridge Capital Management
Ohio
$332K