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
PCS
3101
Private Client Services
Kentucky
$213K
FPW
3102
Flywheel Private Wealth
California
$213K
SWP
3103
Semus Wealth Partners
Florida
$213K
SEM
3104
Strategic Equity Management
Arizona
$212K
Balyasny Asset Management
3105
Balyasny Asset Management
Illinois
$212K
EGA
3106
Eagle Global Advisors
Texas
$212K
THCM
3107
Taylor Hoffman Capital Management
Virginia
$211K
PFM
3108
Phillips Financial Management
Indiana
$211K
ABLA
3109
Alan B. Lancz & Associates
Ohio
$210K
BCM
3110
Beck Capital Management
Texas
$210K
LPP
3111
Life Planning Partners
Florida
$210K
UFA
3112
Uptown Financial Advisors
Texas
$210K
HNW
3113
High Note Wealth
Minnesota
$209K
GPW
3114
Genesis Private Wealth
Virginia
$209K
FLP
3115
Financial Life Planners
Arizona
$209K
SFS
3116
Symphony Financial Services
Ohio
$209K
AWCI
3117
Alpine Woods Capital Investors
New York
$208K
SSA
3118
Schonfeld Strategic Advisors
New York
$208K
RBWA
3119
RFG - Bristol Wealth Advisors
Massachusetts
$208K
FWM
3120
Forefront Wealth Management
Pennsylvania
$208K
CGH
3121
CMG Global Holdings
Texas
$207K
CWM
3122
CCG Wealth Management
California
$207K
GWWM
3123
Great Waters Wealth Management
Minnesota
$207K
MAM
3124
McLean Asset Management
Virginia
$207K
MC
3125
Marest Capital
California
$206K