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
CRWM
901
Castle Rock Wealth Management
California
$4.3M
WP
902
WealthPLAN Partners
Nebraska
$4.29M
RCA
903
Ranch Capital Advisors
Florida
$4.29M
GVAG
904
Great Valley Advisor Group
Delaware
$4.28M
CFO
905
Callan Family Office
Pennsylvania
$4.28M
LWL
906
Leo Wealth LLC
Texas
$4.27M
SCM
907
Sage Capital Management
New Jersey
$4.27M
WFS
908
Widmann Financial Services
Maryland
$4.25M
SBCM
909
Silverberg Bernstein Capital Management
New York
$4.25M
PTC
910
Private Trust Company
Ohio
$4.24M
AIM
911
Allen Investment Management
New York
$4.23M
SF
912
Slagle Financial
Illinois
$4.22M
GSEP
913
Golden State Equity Partners
California
$4.2M
VNIM
914
Vaughan Nelson Investment Management
Texas
$4.2M
1WA
915
180 Wealth Advisors
Washington
$4.19M
AAS
916
Annex Advisory Services
Wisconsin
$4.18M
CA
917
Carson Advisory
Georgia
$4.15M
MCM
918
Mengis Capital Management
Oregon
$4.14M
LBC
919
Lowe Brockenbrough & Co
Virginia
$4.14M
WPC
920
White Pine Capital
Minnesota
$4.12M
MP
921
McDonald Partners
Ohio
$4.1M
WT
922
Washington Trust
Rhode Island
$4.1M
SL
923
Sentry LLC
Tennessee
$4.1M
NEAM
924
New England Asset Management
Connecticut
$4.08M
CCWM
925
Cassaday & Co Wealth Management
Virginia
$4.07M