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
CAM
951
Cacti Asset Management
Georgia
$3.87M
CWP
952
Cyndeo Wealth Partners
Florida
$3.86M
CIA
953
Choate Investment Advisors
Massachusetts
$3.86M
RWM
954
RKL Wealth Management
Pennsylvania
$3.85M
OC
955
Oarsman Capital
Wisconsin
$3.84M
EM
956
Excalibur Management
Massachusetts
$3.84M
SCM
957
Sterneck Capital Management
Missouri
$3.83M
WE
958
Wealth Effects
Massachusetts
$3.82M
LF
959
Lantz Financial
Illinois
$3.82M
FAM
960
Formidable Asset Management
Ohio
$3.81M
CAL
961
Capital Analysts LLC
Pennsylvania
$3.8M
4WM
962
44 Wealth Management
Oregon
$3.79M
B
963
Bailard
California
$3.78M
SAM
964
Smartleaf Asset Management
Massachusetts
$3.78M
MS
965
Madden Securities
Texas
$3.78M
SCM
966
Silvant Capital Management
Georgia
$3.76M
FWM
967
Forza Wealth Management
Florida
$3.75M
RSWM
968
Robertson Stephens Wealth Management
California
$3.75M
FHA
969
Flagship Harbor Advisors
Massachusetts
$3.73M
SB
970
Simmons Bank
Arkansas
$3.72M
KFC
971
Klingenstein Fields & Co
New York
$3.7M
ERIC
972
Eagle Rock Investment Company
Georgia
$3.7M
GCC
973
Game Creek Capital
Massachusetts
$3.69M
LAM
974
Lynch Asset Management
Pennsylvania
$3.67M
CWM
975
Connecticut Wealth Management
Connecticut
$3.66M