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
BFWM
2926
Bright Futures Wealth Management
New York
$262K
TCM
2927
Tradewinds Capital Management
Washington
$262K
CFO
2928
Custos Family Office
Texas
$262K
SA
2929
Sunesis Advisors
Kansas
$261K
PK
2930
Pflug Koory
Nebraska
$261K
PFA
2931
Pathway Financial Advisors
Vermont
$261K
CFAM
2932
Center For Asset Management
Florida
$260K
OWA
2933
Outlook Wealth Advisors
Texas
$260K
IFO
2934
Independent Family Office
New York
$260K
DWM
2935
Denver Wealth Management
Colorado
$260K
RWA
2936
Redhawk Wealth Advisors
Minnesota
$260K
BP
2937
Broadleaf Partners
Ohio
$259K
USWIA
2938
UP Strategic Wealth Investment Advisors
Pennsylvania
$259K
NWWA
2939
New Wave Wealth Advisors
Arkansas
$259K
CIS
2940
Connors Investor Services
Pennsylvania
$258K
IWM
2941
IMG Wealth Management
Florida
$258K
APA
2942
Astoria Portfolio Advisors
New York
$257K
HC
2943
Headland Capital
South Carolina
$257K
CWM
2944
Cherrydale Wealth Management
New Jersey
$257K
MCCP
2945
Mission Creek Capital Partners
California
$256K
AAMC
2946
Asset Allocation & Management Company
Illinois
$256K
ACM
2947
Argent Capital Management
Missouri
$256K
PWM
2948
Parkshore Wealth Management
California
$256K
KFG
2949
Kelly Financial Group
Connecticut
$256K
MWM
2950
Meritas Wealth Management
California
$255K