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
WAAG
1476
Wealth Alliance Advisory Group
Kansas
$1.56M
HWA
1477
Heartwood Wealth Advisors
Virginia
$1.55M
IP
1478
Intellectus Partners
California
$1.55M
QWP
1479
Quotient Wealth Partners
Texas
$1.55M
TWM
1480
Thrive Wealth Management
Pennsylvania
$1.55M
AB
1481
ANB Bank
Colorado
$1.55M
EWA
1482
Etesian Wealth Advisors
Oregon
$1.55M
ICP
1483
Interchange Capital Partners
Pennsylvania
$1.55M
QC
1484
Quent Capital
New York
$1.54M
GHAM
1485
Gilman Hill Asset Management
Connecticut
$1.54M
CFP
1486
Catalyst Financial Partners
Massachusetts
$1.54M
CGIM
1487
Capital Group Investment Management
Singapore
$1.54M
MA
1488
MBA Advisors
Pennsylvania
$1.52M
OHWA
1489
Oak Hill Wealth Advisors
Virginia
$1.52M
GDP
1490
Great Diamond Partners
Maine
$1.52M
FHWM
1491
Fox Hill Wealth Management
Massachusetts
$1.52M
HG
1492
Herbst Group
Connecticut
$1.52M
LWM
1493
Liberty Wealth Management
California
$1.51M
AFM
1494
Armstrong Fleming & Moore
District of Columbia
$1.51M
SAM
1495
Summit Asset Management
Tennessee
$1.51M
ET
1496
Equitable Trust
Tennessee
$1.51M
PCS
1497
Personal CFO Solutions
New Jersey
$1.51M
LFA
1498
Legacy Financial Advisors
Kentucky
$1.5M
HAM
1499
Harmony Asset Management
Arizona
$1.5M
LRPA
1500
L. Roy Papp & Associates
Arizona
$1.49M