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
ZF
776
Zhang Financial
Michigan
$5.65M
KF
777
KKM Financial
Illinois
$5.64M
SFWA
778
Summit Financial Wealth Advisors
Louisiana
$5.64M
MWM
779
Moran Wealth Management
Florida
$5.63M
CIAS
780
Capital Investment Advisory Services
North Carolina
$5.63M
MPWT
781
MassMutual Private Wealth & Trust
Connecticut
$5.6M
GAA
782
Green Alpha Advisors
Colorado
$5.57M
LNWWM
783
Laird Norton Wetherby Wealth Management
California
$5.57M
AUB
784
Atlantic Union Bankshares
Virginia
$5.55M
AG
785
Ascent Group
Virginia
$5.55M
WP
786
Westmount Partners
California
$5.52M
SFCL
787
Strengthening Families & Communities LLC
Massachusetts
$5.5M
AAB
788
ABN AMRO Bank
Netherlands
$5.48M
CRIG
789
Charter Research & Investment Group
Connecticut
$5.47M
RWMG
790
Redwood Wealth Management Group
New Jersey
$5.47M
ECM
791
EagleClaw Capital Management
Massachusetts
$5.47M
Fisher Asset Management
792
Fisher Asset Management
Washington
$5.43M
CTA
793
Chesley Taft & Associates
Illinois
$5.43M
GT
794
Greenleaf Trust
Michigan
$5.42M
CAM
795
Carret Asset Management
New York
$5.42M
JIC
796
Joel Isaacson & Co
New York
$5.41M
BCM
797
Brookstone Capital Management
Illinois
$5.39M
CE
798
Cornerstone Enterprises
Wisconsin
$5.39M
TW
799
Trajan Wealth
Arizona
$5.37M
MWM
800
Modern Wealth Management
Kansas
$5.37M