3,371 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, 1,463 increasing their positions, 1,180 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:

0.98% less ownership

Funds ownership: 63.04%62.06% (-0.98%)

6% less capital invested

Capital invested by funds: $173B → $163B (-$9.83B)

30% less funds holding in top 10

Funds holding in top 10: 12185 (-36)

Holders
3,371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
LS
1351
Livforsakringsbolaget Skandia
Sweden
$1.91M
NG
1352
Novem Group
New York
$1.9M
PWPS
1353
Pinnacle Wealth Planning Services
Ohio
$1.9M
BEC
1354
Blue Edge Capital
Virginia
$1.9M
WWM
1355
Western Wealth Management
Colorado
$1.89M
LRWA
1356
Long Run Wealth Advisors
New York
$1.89M
CAMV
1357
Concord Asset Management (Virginia)
Virginia
$1.89M
HWMO
1358
Heritage Wealth Management (Ohio)
Ohio
$1.89M
BIG
1359
Boothe Investment Group
Delaware
$1.88M
VCP
1360
Verus Capital Partners
Arizona
$1.88M
MMG
1361
Monetary Management Group
Missouri
$1.88M
SOS
1362
Silver Oak Securities
Tennessee
$1.88M
AAS
1363
Ameritas Advisory Services
Nebraska
$1.88M
AA
1364
Ancora Advisors
Ohio
$1.86M
LWA
1365
Lineweaver Wealth Advisors
Ohio
$1.86M
WCM
1366
Whitener Capital Management
North Carolina
$1.86M
ZIG
1367
Zuckerman Investment Group
Illinois
$1.86M
AFG
1368
Albion Financial Group
Utah
$1.86M
MSWA
1369
Marshall & Sterling Wealth Advisors
New York
$1.85M
BFO
1370
Biltmore Family Office
North Carolina
$1.85M
CRB
1371
Chad R. Baker
$1.85M
SAM
1372
Stansberry Asset Management
Texas
$1.85M
CFD
1373
Creative Financial Designs
Indiana
$1.85M
WBC
1374
West Branch Capital
Massachusetts
$1.84M
PWW
1375
Pettyjohn Wood & White
Virginia
$1.84M