3,365 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
3,365
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
HVP
2726
Hudson Value Partners
Florida
$332K
FCC
2727
Flower City Capital
New York
$331K
PWP
2728
Parkwoods Wealth Partners
New York
$330K
WCM
2729
Warburton Capital Management
Oklahoma
$330K
PRP
2730
Peak Retirement Planning
Ohio
$330K
TFA
2731
Tranquilli Financial Advisor
New Jersey
$330K
SFPG
2732
Stonebridge Financial Planning Group
Florida
$330K
JBA
2733
Johnson Bixby & Associates
Washington
$330K
RFG
2734
RFP Financial Group
Georgia
$330K
CFGW
2735
Chancellor Financial Group WB
Pennsylvania
$329K
MWPCG
2736
Measured Wealth Private Client Group
New Hampshire
$329K
WA
2737
WESPAC Advisors
California
$329K
CWA
2738
Consilio Wealth Advisors
Washington
$328K
NCMW
2739
Northern Capital Management (Washington)
Washington
$328K
UW
2740
Unique Wealth
Florida
$327K
MAS
2741
MPWM Advisory Solutions
Georgia
$327K
NL
2742
Navalign LLC
California
$326K
CFCI
2743
Comprehensive Financial Consultants Institutional
Indiana
$326K
RIS
2744
Richmond Investment Services
Wisconsin
$326K
LODC
2745
Lanham O'Dell & Company
West Virginia
$326K
Loomis, Sayles & Company
2746
Loomis, Sayles & Company
Massachusetts
$325K
FCMT
2747
Founders Capital Management (Texas)
Texas
$324K
WIM
2748
Westside Investment Management
California
$324K
SFS
2749
Searcy Financial Services
Kansas
$324K
NWM
2750
Northwest Wealth Management
Iowa
$324K