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
FPW
801
Fairvoy Private Wealth
Alabama
$5.36M
KWA
802
Kingswood Wealth Advisors
California
$5.36M
ACM
803
Alpha Capital Management
Texas
$5.36M
CYG
804
Clean Yield Group
Vermont
$5.35M
HSA
805
HBK Sorce Advisory
Pennsylvania
$5.34M
BCM
806
Birmingham Capital Management
Alabama
$5.34M
VWM
807
Valley Wealth Managers
New Jersey
$5.33M
SAM
808
Shell Asset Management
Netherlands
$5.32M
OIAM
809
OFI Invest Asset Management
France
$5.32M
MWM
810
Mission Wealth Management
California
$5.32M
ACM
811
Altrius Capital Management
North Carolina
$5.3M
ST
812
Smithfield Trust
Pennsylvania
$5.25M
LFG
813
Larson Financial Group
Missouri
$5.23M
JSW
814
Journey Strategic Wealth
New Jersey
$5.22M
SCA
815
Stokes Capital Advisors
South Carolina
$5.21M
NWM
816
Northcape Wealth Management
New York
$5.21M
CT
817
Caldwell Trust
Florida
$5.2M
PFA
818
Pathway Financial Advisers
Indiana
$5.19M
SFI
819
SPC Financial Inc
Maryland
$5.19M
SQA
820
Simon Quick Advisors
New Jersey
$5.18M
PWMAG
821
Pinnacle Wealth Management Advisory Group
New Jersey
$5.14M
GI
822
GAMCO Investors
Connecticut
$5.13M
AIA
823
AIMZ Investment Advisors
California
$5.12M
CB
824
Cadence Bank
Mississippi
$5.12M
GAM
825
Gotham Asset Management
New York
$5.1M