3,346 hedge funds and large institutions have $162B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 1,456 increasing their positions, 1,169 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:

0.97% less ownership

Funds ownership: 62.93%61.96% (-0.97%)

6% less capital invested

Capital invested by funds: $172B → $162B (-$9.79B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,346
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
EWM
3376
Elite Wealth Management
Washington
SC
3377
SummitTX Capital
Texas
VIG
3378
Vienna Insurance Group
Poland
WWM
3379
WJ Wealth Management
Arizona
JSC
3380
Jackson Square Capital
California
CWM
3381
Circle Wealth Management
New Jersey
VT
3382
Volterra Technologies
New York
PA
3383
Prossimo Advisors
California
JWM
3384
Jackson Wealth Management
Florida
FAIM
3385
Financial Advocates Investment Management
Washington
KIM
3386
Kane Investment Management
California
AA
3387
AJ Advisors
Tennessee
BWG
3388
Berry Wealth Group
Texas
NWAG
3389
Net Worth Advisory Group
Utah
W
3390
Wealthquest
Ohio
MGWA
3391
Monument Group Wealth Advisors
Massachusetts
SIC
3392
Sterling Investment Counsel
New York
TPF
3393
Tribridge Partners Financial
Maryland
OA
3394
Oak Associates
Ohio
DC
3395
Dahring Cusmano
Michigan
DC
3396
Diametric Capital
Massachusetts
SIM
3397
Seaview Investment Managers
Florida
ARC
3398
Advisor Resource Council
Texas
IC
3399
Iconiq Capital
California
FC
3400
FORA Capital
Florida