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
NI
3451
NCP Inc
California
OBGC
3452
O'Brien Greene & Co
Pennsylvania
WFAG
3453
Worth Financial Advisory Group
North Carolina
TCM
3454
TABR Capital Management
California
MFA
3455
Millington Financial Advisors
Illinois
FGWP
3456
Founders Grove Wealth Partners
Virginia
LFS
3457
Lutz Financial Services
Nebraska
SWRP
3458
Summit Wealth & Retirement Planning
California
UBV
3459
United Bank (Virginia)
Virginia
CFP
3460
Curran Financial Partners
South Carolina
SWM
3461
Sterling Wealth Management
Illinois
WIA
3462
Wealthedge Investment Advisors
New York
RS
3463
Retirement Solution
Washington
SC
3464
Sykon Capital
New York
PS
3465
Portfolio Strategies
New York
RFO
3466
RiverGlades Family Offices
Florida
HWA
3467
HMV Wealth Advisors
Louisiana
AWA
3468
Arbor Wealth Advisors
Michigan
SFS
3469
Sharp Financial Services
Pennsylvania
CWM
3470
Collaborative Wealth Management
Florida
IWP
3471
Insight Wealth Partners
Texas
CNWM
3472
Clay Northam Wealth Management
California
MI
3473
Moneywise Inc
Virginia
T
3474
TrueFG
Texas
SOAG
3475
Silver Oak Advisory Group
Oregon