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
LIM
1376
Longfellow Investment Management
Massachusetts
$1.84M
MAM
1377
MWA Asset Management
Massachusetts
$1.84M
FNBTCON
1378
First National Bank & Trust Co of Newtown
Pennsylvania
$1.84M
PWG
1379
Portside Wealth Group
Utah
$1.83M
KF
1380
Krilogy Financial
Missouri
$1.83M
CFP
1381
Cascade Financial Partners
California
$1.83M
SSWM
1382
Strait & Sound Wealth Management
California
$1.83M
AF
1383
Advisornet Financial
Minnesota
$1.82M
BC
1384
Broadwater Capital
Massachusetts
$1.82M
AIM
1385
Athena Investment Management
California
$1.82M
BCM
1386
BluePath Capital Management
Georgia
$1.82M
NSAM
1387
North Star Asset Management
Wisconsin
$1.82M
WF
1388
WoodTrust Financial
Wisconsin
$1.81M
OPPS
1389
Obsidian Personal Planning Solutions
Maryland
$1.81M
AFS
1390
Access Financial Services
Minnesota
$1.81M
LWANC
1391
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.81M
WCM
1392
Winthrop Capital Management
Indiana
$1.81M
WC
1393
Wolfstich Capital
Massachusetts
$1.81M
FFC
1394
Frederick Financial Consultants
Maryland
$1.81M
RPGK
1395
Retirement Planning Group (Kansas)
Kansas
$1.81M
BSA
1396
Braun Stacey Associates
New York
$1.81M
NIM
1397
Northeast Investment Management
Massachusetts
$1.8M
MMA
1398
Miracle Mile Advisors
California
$1.8M
CF
1399
Convergence Financial
Missouri
$1.8M
BL
1400
BFSG LLC
California
$1.8M