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
IRPL
1276
Investment Research Partners LLC
Pennsylvania
$2.09M
PL
1277
Parthenon LLC
Kentucky
$2.09M
CFA
1278
CWS Financial Advisors
Michigan
$2.09M
AWM
1279
Accurate Wealth Management
Florida
$2.09M
APIM
1280
Agate Pass Investment Management
Washington
$2.09M
CAAS
1281
Capital Asset Advisory Services
Michigan
$2.08M
OBWG
1282
Onyx Bridge Wealth Group
New York
$2.07M
IA
1283
Inspire Advisors
Idaho
$2.07M
SEEDPG
1284
S.E.E.D. Planning Group
New York
$2.06M
MM
1285
Meridian Management
Arkansas
$2.06M
PG
1286
Patten Group
Tennessee
$2.06M
AWP
1287
Ascent Wealth Partners
New York
$2.06M
PL
1288
Plancorp LLC
Missouri
$2.05M
AWA
1289
Aaron Wealth Advisors
Illinois
$2.05M
SEIA
1290
Signature Estate & Investment Advisors
California
$2.05M
AIA
1291
Affinity Investment Advisors
California
$2.04M
CPC
1292
Cookson Peirce & Co
Pennsylvania
$2.04M
AWC
1293
Abundance Wealth Counselors
Pennsylvania
$2.04M
CCP
1294
Clarkston Capital Partners
Michigan
$2.03M
DBIA
1295
Dumont & Blake Investment Advisors
New Jersey
$2.03M
MAWA
1296
Moss Adams Wealth Advisors
Washington
$2.03M
EFG
1297
Everhart Financial Group
Ohio
$2.03M
TPWA
1298
TRUE Private Wealth Advisors
Oregon
$2.03M
CWP
1299
Concord Wealth Partners
Virginia
$2.02M
VIP
1300
Vista Investment Partners
Oklahoma
$2.01M