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
IWA
3426
Inspirion Wealth Advisors
Illinois
SAM
3427
SP Asset Management
California
SXL
3428
Summit X LLC
Missouri
JF
3429
JSF Financial
California
FFA
3430
Fi3 Financial Advisors
Indiana
WCP
3431
Wealthcare Capital Partners
Pennsylvania
AW
3432
Apricus Wealth
South Carolina
CWA
3433
Cura Wealth Advisors
Illinois
EA
3434
Emerald Advisors
Washington
NI
3435
NCP Inc
California
OBGC
3436
O'Brien Greene & Co
Pennsylvania
WFAG
3437
Worth Financial Advisory Group
North Carolina
TCM
3438
TABR Capital Management
California
MFA
3439
Millington Financial Advisors
Illinois
LFS
3440
Lutz Financial Services
Nebraska
FGWP
3441
Founders Grove Wealth Partners
Virginia
UBV
3442
United Bank (Virginia)
Virginia
SWRP
3443
Summit Wealth & Retirement Planning
California
CFP
3444
Curran Financial Partners
South Carolina
SWM
3445
Sterling Wealth Management
Illinois
WIA
3446
Wealthedge Investment Advisors
New York
SC
3447
Sykon Capital
New York
RS
3448
Retirement Solution
Washington
PS
3449
Portfolio Strategies
New York
RFO
3450
RiverGlades Family Offices
Florida