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
DAS
1026
Diversify Advisory Services
Utah
$3.3M
BA
1027
Bridgewater Advisors
New York
$3.3M
LCM
1028
LVM Capital Management
Michigan
$3.3M
HI
1029
Hudock Inc
Pennsylvania
$3.3M
GAM
1030
Griffin Asset Management
New York
$3.29M
PWA
1031
Providence Wealth Advisors
Illinois
$3.29M
FNFDCM
1032
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.28M
BFS
1033
Bard Financial Services
Connecticut
$3.27M
CWA
1034
CJM Wealth Advisers
Virginia
$3.26M
CT
1035
Chicago Trust
Illinois
$3.25M
WWM
1036
Wagner Wealth Management
South Carolina
$3.25M
AF
1037
Apexium Financial
Texas
$3.24M
VVP
1038
Venture Visionary Partners
Ohio
$3.23M
AWM
1039
Aries Wealth Management
Maine
$3.23M
GIM
1040
Generali Investments Management
Slovenia
$3.21M
BFIM
1041
Beese Fulmer Investment Management
Ohio
$3.21M
Financial Engines Advisors
1042
Financial Engines Advisors
California
$3.18M
BMA
1043
Brooks Moore & Associates
Tennessee
$3.17M
FCP
1044
Fidelis Capital Partners
Florida
$3.17M
SAG
1045
SageView Advisory Group
California
$3.15M
DCM
1046
Dudley Capital Management
Virginia
$3.15M
PAM
1047
Peninsula Asset Management
Florida
$3.14M
SLFPAM
1048
St. Louis Financial Planners Asset Management
Missouri
$3.13M
Empower Advisory Group
1049
Empower Advisory Group
Colorado
$3.12M
SSA
1050
Sierra Summit Advisors
Nevada
$3.12M