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
ONSWM
3501
Old North State Wealth Management
North Carolina
WG
3502
Watchman Group
Texas
WP
3503
Wealthspan Partners
Iowa
LWP
3504
LeClair Wealth Partners
Ohio
CM
3505
Cercano Management
Washington
MPW
3506
MASECO Private Wealth
TCM
3507
Traub Capital Management
Massachusetts
MWM
3508
MorganRosel Wealth Management
Colorado
LI
3509
Louisbourg Investments
New Brunswick, Canada
T
3510
Transce3nd
Texas
SO
3511
Sierra Ocean
California
PIM
3512
Pinnacle Investment Management
Hong Kong
WTFG
3513
Wood Tarver Financial Group
Idaho
BFP
3514
Briaud Financial Planning
Texas
EWA
3515
EQ Wealth Advisors
Texas
GC
3516
GFG Capital
Florida
GITFIT
3517
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
AWM
3518
Avondale Wealth Management
Texas
FC
3519
Family CFO
California
WCM
3520
WealthTrak Capital Management
Virginia
VFM
3521
Vision Financial Markets
Connecticut
FCG
3522
Financial Connections Group
California
PCA
3523
PMV Capital Advisers
Texas
BA
3524
Bellwether Advisors
Nebraska
UOTTAIMCU
3525
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas