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
LW
1326
Linscomb Wealth
Texas
$1.95M
LSPW
1327
Lake Street Private Wealth
Illinois
$1.93M
AIP
1328
ARS Investment Partners
New York
$1.93M
DMBA
1329
Deseret Mutual Benefit Administrators
Utah
$1.93M
SWA
1330
Stratos Wealth Advisors
Ohio
$1.93M
ACS
1331
Archford Capital Strategies
Illinois
$1.92M
JWM
1332
Jeppson Wealth Management
California
$1.92M
GCA
1333
Genesee Capital Advisors
New York
$1.92M
PWM
1334
Prentice Wealth Management
New York
$1.92M
PCM
1335
Prelude Capital Management
New York
$1.92M
CNBTD
1336
Citizens National Bank Trust Department
Mississippi
$1.91M
UAG
1337
United Advisor Group
Ohio
$1.91M
MFWP
1338
Mosaic Family Wealth Partners
Missouri
$1.91M
HCM
1339
Howard Capital Management
Georgia
$1.91M
CAC
1340
Certified Advisory Corp
Florida
$1.91M
LS
1341
Livforsakringsbolaget Skandia
Sweden
$1.91M
NG
1342
Novem Group
New York
$1.9M
PWPS
1343
Pinnacle Wealth Planning Services
Ohio
$1.9M
BEC
1344
Blue Edge Capital
Virginia
$1.9M
WWM
1345
Western Wealth Management
Colorado
$1.89M
LRWA
1346
Long Run Wealth Advisors
New York
$1.89M
CAMV
1347
Concord Asset Management (Virginia)
Virginia
$1.89M
HWMO
1348
Heritage Wealth Management (Ohio)
Ohio
$1.89M
BIG
1349
Boothe Investment Group
Delaware
$1.88M
VCP
1350
Verus Capital Partners
Arizona
$1.88M