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
BG
3051
Bollard Group
Massachusetts
$226K
CCA
3052
Corps Capital Advisors
Texas
$226K
WTG
3053
West Tower Group
Virginia
$226K
SM
3054
Samjo Management
New York
$226K
NPT
3055
Nixon Peabody Trust
Massachusetts
$226K
RFA
3056
RTD Financial Advisors
Pennsylvania
$225K
CWM
3057
Castle Wealth Management
Florida
$225K
MWP
3058
Madison Wealth Partners
Wisconsin
$225K
KFPC
3059
KERR FINANCIAL PLANNING Corp
California
$225K
PCML
3060
Payne Capital Management, LLC
New York
$224K
TF
3061
TLWM Financial
Texas
$224K
HP
3062
Hilltop Partners
Indiana
$224K
PCM
3063
Polymer Capital Management
New York
$223K
RTC
3064
Riverview Trust Company
Washington
$223K
BEAM
3065
Baker Ellis Asset Management
Washington
$223K
SWM
3066
Seed Wealth Management
Illinois
$223K
TFO
3067
Tarbox Family Office
California
$222K
RWM
3068
Riverchase Wealth Management
Texas
$222K
SFB
3069
STAR Financial Bank
Indiana
$222K
SHIM
3070
Stone House Investment Management
Pennsylvania
$222K
HWM
3071
HighMark Wealth Management
Minnesota
$221K
AWC
3072
Adamsbrown Wealth Consultants
Kansas
$221K
TLP
3073
Trinity Legacy Partners
Texas
$221K
HWM
3074
HFR Wealth Management
New York
$221K
CPW
3075
Crestmont Private Wealth
Texas
$221K