3,362 hedge funds and large institutions have $163B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 212 funds opening new positions, 1,460 increasing their positions, 1,175 reducing their positions, and 141 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:

0.95% less ownership

Funds ownership: 62.99%62.04% (-0.95%)

6% less capital invested

Capital invested by funds: $172B → $163B (-$9.73B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,362
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
SIC
2751
Shoker Investment Counsel
Ohio
$321K
BAG
2752
Bridgewealth Advisory Group
California
$321K
CWM
2753
Centurion Wealth Management
Virginia
$320K
MTWM
2754
Masso Torrence Wealth Management
New Jersey
$319K
EWM
2755
Elmwood Wealth Management
California
$319K
WC
2756
Woodstock Corp
Massachusetts
$318K
BFG
2757
Birch Financial Group
New Hampshire
$318K
SWM
2758
Scissortail Wealth Management
Oklahoma
$316K
LA
2759
Latitude Advisors
Florida
$314K
BBA
2760
Braun-Bostich & Associates
Pennsylvania
$313K
CPA
2761
Capital Performance Advisors
California
$313K
BWM
2762
BlackDiamond Wealth Management
New York
$313K
CGFA
2763
Colton Groome Financial Advisors
North Carolina
$312K
VCM
2764
Vivaldi Capital Management
Illinois
$311K
BBW
2765
Blue Barn Wealth
Utah
$311K
LWM
2766
LJI Wealth Management
Indiana
$311K
ICM
2767
IMS Capital Management
Oregon
$311K
PIA
2768
Pinion Investment Advisors
Kansas
$311K
CFG
2769
Clayton Financial Group
Missouri
$310K
CFP
2770
Cypress Financial Planning
New Jersey
$310K
PIMG
2771
Patriot Investment Management Group
Tennessee
$309K
ILI
2772
Invesco LLC (Illinois)
Illinois
$308K
CCA
2773
Cadent Capital Advisors
Oklahoma
$308K
AL
2774
ADE LLC
Maryland
$308K
TC
2775
TFR Capital
Texas
$308K