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
JJBC
2801
James J. Burns & Company
New York
$296K
NME
2802
Notis-McConarty Edward
$296K
AWP
2803
Atlas Wealth Partners
Pennsylvania
$296K
TW
2804
Traveka Wealth
California
$296K
AF
2805
Apollon Financial
South Carolina
$296K
EIA
2806
Edgemoor Investment Advisors
Maryland
$296K
FWM
2807
FMB Wealth Management
California
$296K
S
2808
Sunpointe
Missouri
$295K
TDC
2809
Thompson Davis & Co
Virginia
$295K
PD
2810
Planning Directions
Pennsylvania
$295K
TC
2811
Trilogy Capital
California
$295K
MAM
2812
MMA Asset Management
Pennsylvania
$294K
TCM
2813
Triumph Capital Management
Colorado
$293K
LGW
2814
Leslie Global Wealth
Illinois
$293K
SWA
2815
ShankerValleau Wealth Advisors
Illinois
$292K
MSA
2816
Marathon Strategic Advisors
Pennsylvania
$291K
AFG
2817
Altiora Financial Group
Ohio
$291K
CTC
2818
Cetera Trust Company
Minnesota
$291K
AWM
2819
Atticus Wealth Management
Florida
$291K
MG
2820
McHugh Group
Ohio
$290K
CA
2821
Clune & Associates
Illinois
$290K
TA
2822
Tactive Advisors
Florida
$289K
CIA
2823
Caerus Investment Advisors
Texas
$289K
TS
2824
TradeWell Securities
Indiana
$289K
CM
2825
Capula Management
Cayman Islands
$288K