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
NMG
3326
New Millennium Group
Utah
$14.1K
FLFS
3327
Family Legacy Financial Solutions
North Carolina
$14.1K
SA
3328
Seneschal Advisors
Washington
$13.8K
FG
3329
Fairman Group
Pennsylvania
$13.7K
GA
3330
Guerra Advisors
Florida
$13K
MSFP
3331
Mark Sheptoff Financial Planning
Connecticut
$12.8K
BHWM
3332
Bay Harbor Wealth Management
Maryland
$12.7K
WCM
3333
Westend Capital Management
California
$11.3K
NWM
3334
Navigoe Wealth Management
California
$11K
TCM
3335
TD Capital Management
Tennessee
$10.3K
HWM
3336
Horizons Wealth Management
North Carolina
$9.88K
LFA
3337
LGT Financial Advisors
Texas
$9.31K
JFG
3338
JDM Financial Group
Texas
$9.31K
WWA
3339
Wealth Watch Advisors
Colorado
$9.03K
NWM
3340
Nova Wealth Management
Florida
$8.78K
GF
3341
GGM Financials
Ohio
$8.47K
YP
3342
YANKCOM Partnership
South Dakota
$7.62K
WW
3343
Winnow Wealth
Texas
$7.36K
ACM
3344
Accent Capital Management
Ohio
$7.05K
TCB
3345
Texas Capital Bancshares
Texas
$6.77K
CWM
3346
Cedar Wealth Management
California
$6.42K
CJ
3347
Caitlin John
Michigan
$5.89K
IRAG
3348
Investment Research & Advisory Group
Georgia
$5.39K
DWM
3349
Dogwood Wealth Management
Kansas
$5.08K
WA
3350
WestEnd Advisors
North Carolina
$5.08K