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
AWA
2951
A4 Wealth Advisors
North Carolina
$255K
MCM
2952
Monument Capital Management
Virginia
$255K
WH
2953
Whitcomb & Hess
Ohio
$255K
WFM
2954
Wolff Financial Management
Michigan
$255K
BSA
2955
Bull Street Advisors
Georgia
$254K
ATC
2956
Advantage Trust Company
Kansas
$254K
CCM
2957
Consolidated Capital Management
California
$254K
FB
2958
Finward Bancorp
Indiana
$254K
FIBT
2959
First International Bank & Trust
North Dakota
$253K
QP
2960
Quilter Plc
United Kingdom
$253K
FS
2961
Ferguson Shapiro
Georgia
$252K
FA
2962
Fermata Advisors
California
$252K
TPWA
2963
Twin Peaks Wealth Advisors
California
$251K
ACA
2964
Aspire Capital Advisors
Washington
$251K
MWM
2965
MinichMacGregor Wealth Management
New York
$251K
WHCFA
2966
William Howard & Co Financial Advisors
Tennessee
$250K
CAM
2967
CPA Asset Management
Florida
$250K
BZWA
2968
Blue Zone Wealth Advisors
California
$248K
TWM
2969
Topsail Wealth Management
North Carolina
$248K
MLRA
2970
Main Line Retirement Advisors
Montana
$247K
PA
2971
PFW Advisors
Georgia
$247K
KWM
2972
KFG Wealth Management
Indiana
$247K
LWM
2973
LongView Wealth Management
Georgia
$247K
FH
2974
Financial Harvest
Florida
$246K
EPW
2975
Evergreen Private Wealth
Colorado
$246K