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
NCTC
2976
New Covenant Trust Company
Indiana
$246K
NEPPG
2977
New England Professional Planning Group
Rhode Island
$246K
IWM
2978
Iams Wealth Management
Nebraska
$246K
MYLI
2979
Meiji Yasuda Life Insurance
Japan
$245K
HWM
2980
Hobbs Wealth Management
Indiana
$245K
MAG
2981
M3 Advisory Group
Massachusetts
$245K
MWAM
2982
Manhattan West Asset Management
California
$245K
FFC
2983
First Financial Corp
Indiana
$244K
SM
2984
Sensible Money
Arizona
$244K
AWM
2985
Aviso Wealth Management
Washington
$244K
FFG
2986
Fortem Financial Group
California
$244K
FWMM
2987
Foundation Wealth Management (Missouri)
Missouri
$244K
SB
2988
Sunflower Bank
Texas
$243K
ECML
2989
Eagle Capital Management (Louisiana)
Louisiana
$243K
FC
2990
Financial Council
Maryland
$243K
CPA
2991
Clear Point Advisors
New York
$242K
OFP
2992
OFC Financial Planning
New Jersey
$242K
SC
2993
Stephenson & Company
California
$242K
AWA
2994
AGH Wealth Advisors
Kansas
$242K
DSA
2995
Droms Strauss Advisors
Missouri
$242K
BWP
2996
Barlow Wealth Partners
Kentucky
$241K
CCAL
2997
City Center Advisors LLC
Michigan
$241K
BFWA
2998
Benchmark Financial Wealth Advisors
Florida
$241K
PFM
2999
Peak Financial Management
Massachusetts
$240K
CCM
3000
Chickasaw Capital Management
Tennessee
$240K