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
HHGA
3151
Halbert Hargrove Global Advisors
California
$196K
FMP
3152
Financial Management Professionals
Texas
$195K
FFA
3153
Frazier Financial Advisors
Ohio
$192K
AT
3154
Arlington Trust
Alabama
$191K
HCM
3155
Hollencrest Capital Management
California
$188K
UFF
3156
USA Financial Formulas
Michigan
$184K
UFPG
3157
United Financial Planning Group
New York
$183K
RFG
3158
REAP Financial Group
Texas
$182K
PWA
3159
Physician Wealth Advisors
Utah
$181K
CAM
3160
Costello Asset Management
Pennsylvania
$181K
FCT
3161
First Community Trust
Iowa
$174K
AWM
3162
Accredited Wealth Management
Kentucky
$173K
CCM
3163
Cutler Capital Management
Massachusetts
$172K
BCM
3164
Blume Capital Management
California
$169K
SA
3165
SRH Advisors
Kansas
$169K
BTD
3166
BankPlus Trust Department
Mississippi
$162K
CWM
3167
Crowley Wealth Management
Delaware
$158K
BBPWM
3168
Blue Bell Private Wealth Management
Pennsylvania
$157K
WPA
3169
Wealth Preservation Advisors
Tennessee
$156K
FA
3170
Financial Avengers
California
$156K
OAJ
3171
Ogorek Anthony Joseph
New York
$155K
MAM
3172
Meeder Asset Management
Ohio
$153K
CWM
3173
Consultiva Wealth Management
Puerto Rico
$150K
C
3174
Covestor
United Kingdom
$149K
BI
3175
Binnacle Investments
Iowa
$148K