3,351 hedge funds and large institutions have $162B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,457 increasing their positions, 1,171 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 (-$9.78B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,351
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
MWM
776
Moran Wealth Management
Florida
$5.63M
CIAS
777
Capital Investment Advisory Services
North Carolina
$5.63M
MPWT
778
MassMutual Private Wealth & Trust
Connecticut
$5.6M
GAA
779
Green Alpha Advisors
Colorado
$5.57M
LNWWM
780
Laird Norton Wetherby Wealth Management
California
$5.57M
AUB
781
Atlantic Union Bankshares
Virginia
$5.55M
AG
782
Ascent Group
Virginia
$5.55M
WP
783
Westmount Partners
California
$5.52M
SFCL
784
Strengthening Families & Communities LLC
Massachusetts
$5.5M
AAB
785
ABN AMRO Bank
Netherlands
$5.48M
CRIG
786
Charter Research & Investment Group
Connecticut
$5.47M
RWMG
787
Redwood Wealth Management Group
New Jersey
$5.47M
ECM
788
EagleClaw Capital Management
Massachusetts
$5.47M
Fisher Asset Management
789
Fisher Asset Management
Washington
$5.43M
CTA
790
Chesley Taft & Associates
Illinois
$5.43M
GT
791
Greenleaf Trust
Michigan
$5.42M
CAM
792
Carret Asset Management
New York
$5.42M
JIC
793
Joel Isaacson & Co
New York
$5.41M
BCM
794
Brookstone Capital Management
Illinois
$5.39M
CE
795
Cornerstone Enterprises
Wisconsin
$5.39M
TW
796
Trajan Wealth
Arizona
$5.37M
MWM
797
Modern Wealth Management
Kansas
$5.37M
FPW
798
Fairvoy Private Wealth
Alabama
$5.36M
KWA
799
Kingswood Wealth Advisors
California
$5.36M
ACM
800
Alpha Capital Management
Texas
$5.36M