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
PWAM
1401
Pinnacle West Asset Management
Wyoming
$1.77M
MEG
1402
Millstone Evans Group
Colorado
$1.77M
BF
1403
bLong Financial
Tennessee
$1.76M
TF
1404
Trek Financial
Arizona
$1.76M
PP
1405
Patten & Patten
Tennessee
$1.76M
JCFM
1406
JBR Co Financial Management
Oklahoma
$1.75M
SWA
1407
Sax Wealth Advisors
New Jersey
$1.75M
PPWP
1408
Premier Path Wealth Partners
New Jersey
$1.75M
LIA
1409
LBMC Investment Advisors
Tennessee
$1.74M
DAC
1410
Dividend Assets Capital
South Carolina
$1.74M
FWI
1411
Facet Wealth Inc
Maryland
$1.73M
IWA
1412
IVC Wealth Advisors
Pennsylvania
$1.73M
WCM
1413
Weik Capital Management
Pennsylvania
$1.73M
BWAM
1414
Boyd Watterson Asset Management
Ohio
$1.72M
BCG
1415
BayBridge Capital Group
California
$1.72M
CC
1416
Cultivar Capital
Texas
$1.72M
SI
1417
Saxon Interests
Texas
$1.72M
CWP
1418
Core Wealth Partners
California
$1.72M
CWG
1419
Cornerstone Wealth Group
North Carolina
$1.72M
AWM
1420
Avior Wealth Management
Nebraska
$1.72M
UWPG
1421
Ullmann Wealth Partners Group
Florida
$1.71M
HFM
1422
Hartford Financial Management
Connecticut
$1.71M
COI
1423
Connable Office Inc
Michigan
$1.71M
GIP
1424
Granite Investment Partners
California
$1.7M
MSCM
1425
McElhenny Sheffield Capital Management
Texas
$1.7M