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
SWAG
2851
Spectrum Wealth Advisory Group
California
$282K
CAM
2852
Cobblestone Asset Management
Virginia
$282K
CFS
2853
Cannon Financial Strategists
Georgia
$282K
BFC
2854
Blue Fin Capital
Rhode Island
$282K
TIM
2855
Total Investment Management
Arizona
$282K
KL
2856
KilterHowling LLC
Colorado
$281K
PCWA
2857
Pacific Capital Wealth Advisors
California
$281K
RC
2858
Rovin Capital
Arizona
$281K
APWA
2859
Atlas Private Wealth Advisors
New Jersey
$280K
CWA
2860
CogentBlue Wealth Advisors
Tennessee
$280K
OWA
2861
Octavia Wealth Advisors
Ohio
$279K
OWM
2862
Opes Wealth Management
California
$279K
FNA
2863
First National Advisers
Nebraska
$278K
SPAS
2864
Spectrum Planning & Advisory Services
California
$278K
PW
2865
PUREfi Wealth
Massachusetts
$278K
CFSG
2866
Community Financial Services Group
Vermont
$277K
SMF
2867
Sterling Manor Financial
New York
$277K
DFG
2868
Dupree Financial Group
Kentucky
$277K
MCWS
2869
McKinley Carter Wealth Services
West Virginia
$277K
LFA
2870
Level Financial Advisors
New York
$277K
LWA
2871
Lowe Wealth Advisors
Maryland
$277K
CA
2872
CGN Advisors
Kansas
$276K
PRS
2873
Pinkerton Retirement Specialists
Idaho
$276K
FFL
2874
Financial Freedom LLC
Ohio
$275K
RPGNY
2875
Retirement Planning Group (New York)
New York
$275K