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
APW
3251
Atlantic Private Wealth
North Carolina
$73.1K
TWD
3252
True Wealth Design
Ohio
$69.2K
EPIMS
3253
Evelyn Partners Investment Management Services
$69.1K
GFWA
3254
Grey Fox Wealth Advisors
Delaware
$68.8K
GK
3255
Graney & King
New York
$68.6K
RWM
3256
RMG Wealth Management
Wisconsin
$66.4K
MAFA
3257
MJT & Associates Financial Advisory
Minnesota
$65.5K
CAM
3258
Creekmur Asset Management
Illinois
$64.3K
CB
3259
Centennial Bank
Arkansas
$64K
RTL
3260
Red Tortoise LLC
Georgia
$63.7K
GG
3261
Gleason Group
Kentucky
$62.5K
PC
3262
Promus Capital
Illinois
$62.1K
T
3263
TOBAM
France
$62K
TC
3264
Tacita Capital
Ontario, Canada
$61.8K
BGC
3265
Beutel, Goodman & Co
Ontario, Canada
$59K
MCI
3266
MRP Capital Investments
Georgia
$59K
SC
3267
Steph & Co
Wisconsin
$58.4K
VWM
3268
Vermillion Wealth Management
Minnesota
$58.3K
Q1WB
3269
Quest 10 Wealth Builders
Virginia
$57.7K
GCM
3270
Gables Capital Management
Florida
$56.4K
FDW
3271
Fourth Dimension Wealth
Ohio
$56.4K
HHMI
3272
Howard Hughes Medical Institute
Maryland
$56.4K
JEST
3273
JTC Employer Solutions Trustee
Jersey
$56K
IA
3274
IFS Advisors
Kansas
$55.6K
DCM
3275
Davis Capital Management
Florida
$53.9K