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
NICM
1401
Neo Ivy Capital Management
New York
$1.79M
FWA
1402
FSM Wealth Advisors
Ohio
$1.78M
VWM
1403
Venturi Wealth Management
Texas
$1.78M
ACM
1404
Aster Capital Management
United Arab Emirates
$1.78M
BIM
1405
Baldwin Investment Management
Pennsylvania
$1.78M
GPA
1406
Garrison Point Advisors
California
$1.77M
SIC
1407
Salem Investment Counselors
North Carolina
$1.77M
AI
1408
Axecap Investments
Ohio
$1.77M
SVCP
1409
Silicon Valley Capital Partners
California
$1.77M
AA
1410
Armis Advisers
Georgia
$1.77M
PWAM
1411
Pinnacle West Asset Management
Wyoming
$1.77M
MEG
1412
Millstone Evans Group
Colorado
$1.77M
BF
1413
bLong Financial
Tennessee
$1.76M
TF
1414
Trek Financial
Arizona
$1.76M
PP
1415
Patten & Patten
Tennessee
$1.76M
JCFM
1416
JBR Co Financial Management
Oklahoma
$1.75M
SWA
1417
Sax Wealth Advisors
New Jersey
$1.75M
PPWP
1418
Premier Path Wealth Partners
New Jersey
$1.75M
LIA
1419
LBMC Investment Advisors
Tennessee
$1.74M
DAC
1420
Dividend Assets Capital
South Carolina
$1.74M
FWI
1421
Facet Wealth Inc
Maryland
$1.73M
IWA
1422
IVC Wealth Advisors
Pennsylvania
$1.73M
WCM
1423
Weik Capital Management
Pennsylvania
$1.73M
BWAM
1424
Boyd Watterson Asset Management
Ohio
$1.72M
BCG
1425
BayBridge Capital Group
California
$1.72M