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
UWP
1451
Uniting Wealth Partners
Kansas
$1.65M
MGP
1452
M&G plc
United Kingdom
$1.65M
NB
1453
Northwest Bancshares
Pennsylvania
$1.65M
WA
1454
Wealth Alliance
New York
$1.65M
SWIM
1455
Smallwood Wealth Investment Management
New Jersey
$1.65M
PP
1456
PDS Planning
Ohio
$1.64M
MTC
1457
Matrix Trust Company
Colorado
$1.64M
PDL
1458
Portfolio Design Labs
California
$1.64M
AC
1459
Avestar Capital
New York
$1.63M
MG
1460
Mather Group
Illinois
$1.63M
AWS
1461
Arkfeld Wealth Strategies
Nebraska
$1.63M
GAG
1462
GM Advisory Group
New York
$1.63M
TBT
1463
Texas Bank & Trust
Texas
$1.63M
HNWAG
1464
High Net Worth Advisory Group
Florida
$1.62M
MEAC
1465
M.E. Allison & Co
Texas
$1.62M
APW
1466
Austin Private Wealth
Texas
$1.62M
VFP
1467
Verus Financial Partners
Virginia
$1.61M
CSI
1468
Cross Staff Investments
New York
$1.61M
GWA
1469
Gratus Wealth Advisors
Virginia
$1.61M
BWA
1470
Burt Wealth Advisors
Maryland
$1.61M
NA
1471
Navellier & Associates
Nevada
$1.6M
SDIC
1472
South Dakota Investment Council
South Dakota
$1.6M
CG
1473
Curat Global
New Hampshire
$1.6M
SLWA
1474
San Luis Wealth Advisors
California
$1.59M
MKC
1475
M. Kraus & Co
Vermont
$1.59M