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
BW
3076
Balance Wealth
Ohio
$220K
SCA
3077
Stillwater Capital Advisors
Pennsylvania
$220K
FWM
3078
FMA Wealth Management
Massachusetts
$220K
RLH
3079
RD Lewis Holdings
Florida
$220K
ANC
3080
Ames National Corp
Iowa
$220K
CIP
3081
Capital Insight Partners
Arizona
$219K
1WM
3082
1900 Wealth Management
Texas
$219K
KWA
3083
Kondo Wealth Advisors
California
$219K
AFA
3084
Arlington Financial Advisors
California
$218K
BCG
3085
Bravias Capital Group
New Jersey
$218K
GWMIA
3086
Global Wealth Management Investment Advisory
Florida
$218K
BWM
3087
BNC Wealth Management
Oregon
$218K
LFG
3088
Lockerman Financial Group
California
$217K
WFA
3089
Wellspring Financial Advisors
Ohio
$217K
OFW
3090
Omnia Family Wealth
Florida
$216K
CP
3091
Capital Planning
Washington
$216K
CSI
3092
Clark & Stuart Inc
Maine
$216K
WFA
3093
West Financial Advisors
Iowa
$216K
KG
3094
Kieckhefer Group
Wisconsin
$216K
AWM
3095
Affinity Wealth Management
Delaware
$216K
HG
3096
Harbor Group
New Hampshire
$216K
FF
3097
Formulate Financial
Florida
$216K
KAM
3098
Knightsbridge Asset Management
California
$216K
MWM
3099
Maridea Wealth Management
New York
$215K
TWM
3100
Tanager Wealth Management
United Kingdom
$214K