3,366 hedge funds and large institutions have $163B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 1,461 increasing their positions, 1,176 reducing their positions, and 142 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:

0.94% less ownership

Funds ownership: 62.99%62.05% (-0.94%)

6% less capital invested

Capital invested by funds: $172B → $163B (-$9.71B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,366
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
CIAS
1101
CFS Investment Advisory Services
New Jersey
$2.88M
PWM
1102
Palumbo Wealth Management
New York
$2.87M
PH
1103
Pinnacle Holdings
Oklahoma
$2.86M
TPA
1104
Trivium Point Advisory
Connecticut
$2.86M
NFSG
1105
Newbridge Financial Services Group
Florida
$2.85M
CAGAS
1106
Capital Advisory Group Advisory Services
Minnesota
$2.85M
HA
1107
Hamel Associates
New Jersey
$2.84M
ORG
1108
Optimist Retirement Group
Washington
$2.84M
CFG
1109
Cooper Financial Group
California
$2.84M
ISWM
1110
Independent Solutions Wealth Management
New York
$2.82M
WAM
1111
Westport Asset Management
Connecticut
$2.82M
ARAM
1112
Ardmore Road Asset Management
New York
$2.82M
SGDR
1113
SPX Gestao de Recursos
Brazil
$2.82M
PL
1114
Perpetual Ltd
Australia
$2.82M
MBT
1115
Montecito Bank & Trust
California
$2.82M
HCM
1116
Hodges Capital Management
Texas
$2.82M
FFM
1117
Forum Financial Management
Illinois
$2.81M
AA
1118
Altman Advisors
Illinois
$2.8M
LHC
1119
Little House Capital
Massachusetts
$2.8M
IAN
1120
Integrated Advisors Network
Texas
$2.79M
NW
1121
Naviter Wealth
Arkansas
$2.79M
RWP
1122
Ridgecrest Wealth Partners
California
$2.78M
ONST
1123
Old North State Trust
North Carolina
$2.77M
KCFA
1124
Key Client Fiduciary Advisors
New Jersey
$2.77M
MMPW
1125
Mitchell McLeod Pugh & Williams
Alabama
$2.76M