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
RWM
3276
Rialto Wealth Management
New York
$51.8K
WA
3277
Whipplewood Advisors
Colorado
$49.4K
VWA
3278
Valued Wealth Advisors
Utah
$45.3K
FP
3279
Financial Perspectives
Minnesota
$45.1K
SVWA
3280
Sarver Vrooman Wealth Advisors
Missouri
$44.3K
FPB
3281
First PREMIER Bank
South Dakota
$44K
LC
3282
Luminist Capital
Michigan
$43.4K
TIM
3283
Thompson Investment Management
Wisconsin
$42.3K
BCM
3284
Berbice Capital Management
New York
$42.3K
SRCM
3285
Signature Resources Capital Management
California
$42.3K
ACA
3286
American Capital Advisory
Idaho
$42K
SCA
3287
Stuart Chaussee & Associates
California
$41.5K
LWMI
3288
Legacy Wealth Management (Idaho)
Idaho
$40.9K
AS
3289
Altshuler Shaham
Israel
$40.9K
CWM
3290
Copia Wealth Management
Oregon
$40.6K
AWA
3291
American Wealth Advisors
Georgia
$40.1K
MMCM
3292
Murphy & Mullick Capital Management
New York
$39.4K
HCM
3293
Horrell Capital Management
Arkansas
$39.2K
HWP
3294
Highline Wealth Partners
California
$39.2K
TCA
3295
Trifecta Capital Advisors
Illinois
$35.6K
PPC
3296
Park Place Capital
Alabama
$35.6K
DI
3297
DAGCO Inc
Ohio
$35.3K
CFS
3298
Compass Financial Services
Iowa
$34K
SSA
3299
SSA Swiss Advisors
$31.1K
FIM
3300
FWL Investment Management
Texas
$29.6K