3,352 hedge funds and large institutions have $162B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 210 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
3,352
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
RWM
951
RKL Wealth Management
Pennsylvania
$3.85M
OC
952
Oarsman Capital
Wisconsin
$3.84M
EM
953
Excalibur Management
Massachusetts
$3.84M
SCM
954
Sterneck Capital Management
Missouri
$3.83M
WE
955
Wealth Effects
Massachusetts
$3.82M
LF
956
Lantz Financial
Illinois
$3.82M
FAM
957
Formidable Asset Management
Ohio
$3.81M
CAL
958
Capital Analysts LLC
Pennsylvania
$3.8M
4WM
959
44 Wealth Management
Oregon
$3.79M
B
960
Bailard
California
$3.78M
SAM
961
Smartleaf Asset Management
Massachusetts
$3.78M
MS
962
Madden Securities
Texas
$3.78M
SCM
963
Silvant Capital Management
Georgia
$3.76M
FWM
964
Forza Wealth Management
Florida
$3.75M
RSWM
965
Robertson Stephens Wealth Management
California
$3.75M
FHA
966
Flagship Harbor Advisors
Massachusetts
$3.73M
SB
967
Simmons Bank
Arkansas
$3.72M
KFC
968
Klingenstein Fields & Co
New York
$3.7M
ERIC
969
Eagle Rock Investment Company
Georgia
$3.7M
GCC
970
Game Creek Capital
Massachusetts
$3.69M
LAM
971
Lynch Asset Management
Pennsylvania
$3.67M
CWM
972
Connecticut Wealth Management
Connecticut
$3.66M
TFM
973
TFC Financial Management
Massachusetts
$3.66M
SB
974
Strategic Blueprint
Georgia
$3.66M
PMWMG
975
Parr McKnight Wealth Management Group
Minnesota
$3.65M