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
MMG
1351
Monetary Management Group
Missouri
$1.88M
SOS
1352
Silver Oak Securities
Tennessee
$1.88M
AAS
1353
Ameritas Advisory Services
Nebraska
$1.88M
AA
1354
Ancora Advisors
Ohio
$1.86M
LWA
1355
Lineweaver Wealth Advisors
Ohio
$1.86M
WCM
1356
Whitener Capital Management
North Carolina
$1.86M
ZIG
1357
Zuckerman Investment Group
Illinois
$1.86M
AFG
1358
Albion Financial Group
Utah
$1.86M
MSWA
1359
Marshall & Sterling Wealth Advisors
New York
$1.85M
BFO
1360
Biltmore Family Office
North Carolina
$1.85M
CRB
1361
Chad R. Baker
$1.85M
SAM
1362
Stansberry Asset Management
Texas
$1.85M
CFD
1363
Creative Financial Designs
Indiana
$1.85M
WBC
1364
West Branch Capital
Massachusetts
$1.84M
PWW
1365
Pettyjohn Wood & White
Virginia
$1.84M
LIM
1366
Longfellow Investment Management
Massachusetts
$1.84M
MAM
1367
MWA Asset Management
Massachusetts
$1.84M
FNBTCON
1368
First National Bank & Trust Co of Newtown
Pennsylvania
$1.84M
PWG
1369
Portside Wealth Group
Utah
$1.83M
KF
1370
Krilogy Financial
Missouri
$1.83M
CFP
1371
Cascade Financial Partners
California
$1.83M
SSWM
1372
Strait & Sound Wealth Management
California
$1.83M
AF
1373
Advisornet Financial
Minnesota
$1.82M
BC
1374
Broadwater Capital
Massachusetts
$1.82M
AIM
1375
Athena Investment Management
California
$1.82M