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
HI
1026
Hudock Inc
Pennsylvania
$3.3M
GAM
1027
Griffin Asset Management
New York
$3.29M
PWA
1028
Providence Wealth Advisors
Illinois
$3.29M
FNFDCM
1029
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.28M
BFS
1030
Bard Financial Services
Connecticut
$3.27M
CWA
1031
CJM Wealth Advisers
Virginia
$3.26M
CT
1032
Chicago Trust
Illinois
$3.25M
WWM
1033
Wagner Wealth Management
South Carolina
$3.25M
AF
1034
Apexium Financial
Texas
$3.24M
VVP
1035
Venture Visionary Partners
Ohio
$3.23M
AWM
1036
Aries Wealth Management
Maine
$3.23M
GIM
1037
Generali Investments Management
Slovenia
$3.21M
BFIM
1038
Beese Fulmer Investment Management
Ohio
$3.21M
Financial Engines Advisors
1039
Financial Engines Advisors
California
$3.18M
BMA
1040
Brooks Moore & Associates
Tennessee
$3.17M
FCP
1041
Fidelis Capital Partners
Florida
$3.17M
SAG
1042
SageView Advisory Group
California
$3.15M
DCM
1043
Dudley Capital Management
Virginia
$3.15M
PAM
1044
Peninsula Asset Management
Florida
$3.14M
SLFPAM
1045
St. Louis Financial Planners Asset Management
Missouri
$3.13M
Empower Advisory Group
1046
Empower Advisory Group
Colorado
$3.12M
SSA
1047
Sierra Summit Advisors
Nevada
$3.12M
GWMR
1048
GC Wealth Management RIA
Massachusetts
$3.11M
OWP
1049
ORG Wealth Partners
Texas
$3.09M
ALAM
1050
Asahi Life Asset Management
Japan
$3.08M