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
PFM
2901
Patton Fund Management
Texas
$267K
LSC
2902
Lesa Sroufe & Co
Washington
$267K
HFA
2903
High Falls Advisors
New York
$267K
LC
2904
Lavaca Capital
Texas
$267K
TFA
2905
Tobias Financial Advisors
Florida
$267K
PIS
2906
POM Investment Strategies
North Carolina
$267K
HA
2907
Helium Advisors
Washington
$267K
MCA
2908
Maryland Capital Advisors
Maryland
$266K
AFWM
2909
AMJ Financial Wealth Management
Virginia
$266K
SRC
2910
Sage Rhino Capital
California
$266K
SIC
2911
Sigma Investment Counselors
Michigan
$266K
CCA
2912
Conservest Capital Advisors
Pennsylvania
$266K
FFWA
2913
FRG Family Wealth Advisors
Washington
$266K
WF
2914
Williams Financial
Vermont
$266K
SPA
2915
Shore Point Advisors
New Jersey
$265K
OWM
2916
Orca Wealth Management
Florida
$265K
HCWM
2917
Hidden Cove Wealth Management
Washington
$265K
LSWP
2918
Liberty Square Wealth Partners
Pennsylvania
$265K
VC
2919
Veery Capital
Delaware
$264K
IF
2920
IRON Financial
Illinois
$264K
ST
2921
Somerset Trust
Pennsylvania
$264K
FP
2922
Fiduciary Planning
Florida
$264K
SLA
2923
Silver Lake Advisory
Utah
$263K
TLA
2924
Tanglewood Legacy Advisors
Texas
$262K
EPAM
2925
Euro Pacific Asset Management
Puerto Rico
$262K