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
PRI
2876
Prepared Retirement Institute
Pennsylvania
$275K
AT
2877
Avalon Trust
New Mexico
$275K
MAV
2878
Mason & Associates (Virginia)
Virginia
$275K
TWA
2879
Talisman Wealth Advisors
New Jersey
$275K
FWWM
2880
Fiscal Wisdom Wealth Management
Connecticut
$274K
FFG
2881
First Financial Group
North Carolina
$273K
BC
2882
Brio Consultants
California
$272K
HIS
2883
Harvest Investment Services
Illinois
$272K
WWM
2884
WT Wealth Management
Arizona
$272K
FFA
2885
Florida Financial Advisors
Florida
$271K
RIM
2886
RW Investment Management
Idaho
$271K
VCWA
2887
Vanguard Capital Wealth Advisors
Colorado
$271K
SC
2888
Schubert & Co
Texas
$271K
SPW
2889
Sonoma Private Wealth
California
$270K
RMF
2890
Red Mountain Financial
Colorado
$270K
PCM
2891
Pennsylvania Capital Management
Pennsylvania
$270K
RCG
2892
Regatta Capital Group
California
$269K
HWMG
2893
Hurlow Wealth Management Group
Indiana
$269K
AIA
2894
Accelerate Investment Advisors
California
$269K
RCM
2895
Richardson Capital Management
Wisconsin
$269K
DWM
2896
DecisionMap Wealth Management
Virginia
$268K
GSWM
2897
Greenup Street Wealth Management
Michigan
$268K
LK
2898
Lumbard & Kellner
New Hampshire
$268K
CGF
2899
Constant Guidance Financial
Massachusetts
$268K
FNWM
2900
Financial Network Wealth Management
Utah
$268K