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
IA
3126
Intellus Advisors
Florida
$206K
SCP
3127
Sandhill Capital Partners
New York
$206K
RPSA
3128
Richard P. Slaughter Associates
Texas
$206K
SFS
3129
Summit Financial Strategies
Ohio
$206K
AA
3130
Aufman Associates
Pennsylvania
$206K
BAWC
3131
Boyce & Associates Wealth Consulting
Texas
$206K
SCA
3132
Sippican Capital Advisors
Massachusetts
$205K
AAM
3133
Aureus Asset Management
Massachusetts
$205K
FA
3134
FF Advisors
California
$204K
DI
3135
Disciplined Investors
Texas
$204K
TVAMP
3136
Tennessee Valley Asset Management Partners
Tennessee
$204K
IWN
3137
Independent Wealth Network
Iowa
$203K
SWP
3138
ShoreHaven Wealth Partners
New Jersey
$203K
NWM
3139
Napa Wealth Management
California
$203K
AWM
3140
Abound Wealth Management
Tennessee
$203K
OFG
3141
OmniStar Financial Group
North Carolina
$203K
DWS
3142
Discipline Wealth Solutions
South Carolina
$202K
CIS
3143
Custom Index Systems
New York
$202K
MCM
3144
M1 Capital Management
Michigan
$202K
PAG
3145
Powers Advisory Group
Illinois
$202K
FFG
3146
Foundry Financial Group
New Hampshire
$201K
COFSG
3147
Carbahal Olsen Financial Services Group
California
$201K
HNWA
3148
Henrickson Nauta Wealth Advisors
Michigan
$201K
WA
3149
Westfuller Advisors
New York
$200K
CTWM
3150
Cherry Tree Wealth Management
Minnesota
$198K