3,383 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, 1,467 increasing their positions, 1,187 reducing their positions, and 142 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:

more funds holding

Funds holding:

0.91% less ownership

Funds ownership: 63.07%62.17% (-0.91%)

6% less capital invested

Capital invested by funds: $173B → $163B (-$9.64B)

30% less funds holding in top 10

Funds holding in top 10: 12286 (-36)

Holders
3,383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
86
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
NWAG
3426
Net Worth Advisory Group
Utah
W
3427
Wealthquest
Ohio
MGWA
3428
Monument Group Wealth Advisors
Massachusetts
SIC
3429
Sterling Investment Counsel
New York
TPF
3430
Tribridge Partners Financial
Maryland
OA
3431
Oak Associates
Ohio
DC
3432
Dahring Cusmano
Michigan
DC
3433
Diametric Capital
Massachusetts
SIM
3434
Seaview Investment Managers
Florida
ARC
3435
Advisor Resource Council
Texas
IC
3436
Iconiq Capital
California
CAS
3437
CTC Alternative Strategies
Illinois
FC
3438
FORA Capital
Florida
AC
3439
ASB Consultores
Florida
DWG
3440
Darden Wealth Group
Michigan
CWMGP
3441
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
PPWM
3442
PFG Private Wealth Management
Florida
IA
3443
IAM Advisory
Pennsylvania
AMM
3444
American Money Management
California
MPM
3445
MBB Public Markets
Illinois
LAM
3446
Longboard Asset Management
Arizona
SMFG
3447
Sumitomo Mitsui Financial Group
Japan
QAM
3448
Q3 Asset Management
Michigan
PAG
3449
Private Advisory Group
Washington
JLBC
3450
J.L. Bainbridge & Co
Florida