3,353 hedge funds and large institutions have $162B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 211 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
3,353
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
AWS
1451
Arkfeld Wealth Strategies
Nebraska
$1.63M
GAG
1452
GM Advisory Group
New York
$1.63M
TBT
1453
Texas Bank & Trust
Texas
$1.63M
HNWAG
1454
High Net Worth Advisory Group
Florida
$1.62M
MEAC
1455
M.E. Allison & Co
Texas
$1.62M
APW
1456
Austin Private Wealth
Texas
$1.62M
VFP
1457
Verus Financial Partners
Virginia
$1.61M
CSI
1458
Cross Staff Investments
New York
$1.61M
GWA
1459
Gratus Wealth Advisors
Virginia
$1.61M
BWA
1460
Burt Wealth Advisors
Maryland
$1.61M
NA
1461
Navellier & Associates
Nevada
$1.6M
SDIC
1462
South Dakota Investment Council
South Dakota
$1.6M
CG
1463
Curat Global
New Hampshire
$1.6M
SLWA
1464
San Luis Wealth Advisors
California
$1.59M
MKC
1465
M. Kraus & Co
Vermont
$1.59M
VC
1466
Vicus Capital
Pennsylvania
$1.59M
HT
1467
Heritage Trust
Oklahoma
$1.58M
TL
1468
Tradewinds LLC
North Carolina
$1.58M
VBA
1469
von Borstel & Associates
Oregon
$1.58M
JGC
1470
J. Goldman & Co
New York
$1.58M
MVA
1471
Mount Vernon Associates
Maryland
$1.57M
OF
1472
Optimize Financial
California
$1.57M
WMA
1473
Wealth Management Associates
New Jersey
$1.57M
KFGK
1474
Keystone Financial Group (Kentucky)
Kentucky
$1.56M
FAM
1475
Fred Alger Management
New York
$1.56M