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
HWA
3451
HMV Wealth Advisors
Louisiana
AWA
3452
Arbor Wealth Advisors
Michigan
SFS
3453
Sharp Financial Services
Pennsylvania
CWM
3454
Collaborative Wealth Management
Florida
IWP
3455
Insight Wealth Partners
Texas
CNWM
3456
Clay Northam Wealth Management
California
MI
3457
Moneywise Inc
Virginia
SOAG
3458
Silver Oak Advisory Group
Oregon
DPI
3459
Diversified Portfolios Inc
Michigan
T
3460
TrueFG
Texas
PCA
3461
Purkiss Capital Advisors
Connecticut
IIM
3462
InTrack Investment Management
Vermont
ONSWM
3463
Old North State Wealth Management
North Carolina
WG
3464
Watchman Group
Texas
WP
3465
Wealthspan Partners
Iowa
CM
3466
Cercano Management
Washington
LWP
3467
LeClair Wealth Partners
Ohio
MPW
3468
MASECO Private Wealth
TCM
3469
Traub Capital Management
Massachusetts
MWM
3470
MorganRosel Wealth Management
Colorado
LI
3471
Louisbourg Investments
New Brunswick, Canada
T
3472
Transce3nd
Texas
SO
3473
Sierra Ocean
California
PIM
3474
Pinnacle Investment Management
Hong Kong
WTFG
3475
Wood Tarver Financial Group
Idaho