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
AW
3226
Avion Wealth
Texas
$100K
NOI
3227
Newton One Investments
Delaware
$99.8K
PAG
3228
Paladin Advisory Group
Iowa
$98.2K
GJIA
3229
Glass Jacobson Investment Advisors
Maryland
$97.9K
GA
3230
GoalVest Advisory
New York
$96.8K
CWA
3231
Carolina Wealth Advisors
South Carolina
$96.8K
PG
3232
Proffitt & Goodson
Tennessee
$91.4K
CCM
3233
Cloud Capital Management
Washington
$91K
TC
3234
Trust Company
Kansas
$90K
BCPWM
3235
Bradley & Co Private Wealth Management
Florida
$90K
PCFFS
3236
Pacific Center for Financial Services
California
$88K
T
3237
Tidemark
California
$87.7K
HFS
3238
Hughes Financial Services
Virginia
$87.5K
EWM
3239
Evolution Wealth Management
Florida
$85.5K
W
3240
WealthCollab
Washington
$84.6K
FGAM
3241
Financial Gravity Asset Management
Texas
$84.6K
BTC
3242
Bank & Trust Company
Illinois
$83.5K
BDPWM
3243
Barnes Dennig Private Wealth Management
Ohio
$83K
MBFW
3244
Morton Brown Family Wealth
Pennsylvania
$82.4K
SAS
3245
Spurstone Advisory Services
Connecticut
$82.1K
CIAS
3246
CBIZ Investment Advisory Services
Ohio
$80.9K
HIMS
3247
Hager Investment Management Services
New Hampshire
$80.4K
MIM
3248
Manitou Investment Management
Ontario, Canada
$79K
MSWM
3249
Mowery & Schoenfeld Wealth Management
Illinois
$78K
TTIC
3250
Tower Trust & Investment Company
Iowa
$73.6K