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
MWM
3026
MGB Wealth Management
Texas
$232K
HSG
3027
Helen Stephens Group
Texas
$232K
NA
3028
Nottingham Advisors
New York
$231K
AWM
3029
Austin Wealth Management
Texas
$230K
BWM
3030
Baron Wealth Management
Michigan
$230K
AWA
3031
Aletheian Wealth Advisors
Washington
$229K
AFA
3032
AA Financial Advisors
Ohio
$229K
RK
3033
Rather & Kittrell
Tennessee
$229K
HI
3034
Harper Investing
California
$229K
GL
3035
Gerber LLC
Ohio
$229K
HWM
3036
Howard Wealth Management
Connecticut
$229K
MHB
3037
Midwest Heritage Bank
Iowa
$229K
BWM
3038
Base Wealth Management
Florida
$229K
LSL
3039
Legacy Solutions LLC
Pennsylvania
$229K
VCM
3040
Viewpoint Capital Management
Washington
$229K
HBW
3041
Hazlett, Burt & Watson
West Virginia
$228K
BPFA
3042
Barnes Pettey Financial Advisors
Mississippi
$228K
AFC
3043
AFT Forsyth & Company
Florida
$227K
IVP
3044
Intrinsic Value Partners
Arizona
$227K
SFWC
3045
Strategic Family Wealth Counselors
New Jersey
$227K
LFP
3046
Leeward Financial Partners
Washington
$227K
CAM
3047
Concorde Asset Management
Michigan
$226K
SC
3048
Shuttleworth & Co
Ohio
$226K
MCM
3049
Monarch Capital Management
Indiana
$226K
LAM
3050
Lingohr Asset Management
Germany
$226K