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
VC
1476
Vicus Capital
Pennsylvania
$1.59M
HT
1477
Heritage Trust
Oklahoma
$1.58M
TL
1478
Tradewinds LLC
North Carolina
$1.58M
VBA
1479
von Borstel & Associates
Oregon
$1.58M
JGC
1480
J. Goldman & Co
New York
$1.58M
MVA
1481
Mount Vernon Associates
Maryland
$1.57M
OF
1482
Optimize Financial
California
$1.57M
WMA
1483
Wealth Management Associates
New Jersey
$1.57M
KFGK
1484
Keystone Financial Group (Kentucky)
Kentucky
$1.56M
FAM
1485
Fred Alger Management
New York
$1.56M
WAAG
1486
Wealth Alliance Advisory Group
Kansas
$1.56M
HWA
1487
Heartwood Wealth Advisors
Virginia
$1.55M
IP
1488
Intellectus Partners
California
$1.55M
QWP
1489
Quotient Wealth Partners
Texas
$1.55M
TWM
1490
Thrive Wealth Management
Pennsylvania
$1.55M
AB
1491
ANB Bank
Colorado
$1.55M
EWA
1492
Etesian Wealth Advisors
Oregon
$1.55M
ICP
1493
Interchange Capital Partners
Pennsylvania
$1.55M
QC
1494
Quent Capital
New York
$1.54M
GHAM
1495
Gilman Hill Asset Management
Connecticut
$1.54M
CFP
1496
Catalyst Financial Partners
Massachusetts
$1.54M
CGIM
1497
Capital Group Investment Management
Singapore
$1.54M
MA
1498
MBA Advisors
Pennsylvania
$1.52M
OHWA
1499
Oak Hill Wealth Advisors
Virginia
$1.52M
GDP
1500
Great Diamond Partners
Maine
$1.52M