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
FHWM
1501
Fox Hill Wealth Management
Massachusetts
$1.52M
HG
1502
Herbst Group
Connecticut
$1.52M
LWM
1503
Liberty Wealth Management
California
$1.51M
AFM
1504
Armstrong Fleming & Moore
District of Columbia
$1.51M
SAM
1505
Summit Asset Management
Tennessee
$1.51M
ET
1506
Equitable Trust
Tennessee
$1.51M
PCS
1507
Personal CFO Solutions
New Jersey
$1.51M
LFA
1508
Legacy Financial Advisors
Kentucky
$1.5M
HAM
1509
Harmony Asset Management
Arizona
$1.5M
LRPA
1510
L. Roy Papp & Associates
Arizona
$1.49M
TCWM
1511
Total Clarity Wealth Management
Illinois
$1.49M
SMC
1512
Smith, Moore & Co
Missouri
$1.49M
SA
1513
Sage Advisors
Colorado
$1.49M
FNBOH
1514
First National Bank of Hutchinson
Kansas
$1.49M
BMC
1515
Benin Management Corp
Connecticut
$1.48M
SFA
1516
Souders Financial Advisors
Ohio
$1.48M
DIM
1517
Delta Investment Management
California
$1.48M
SP
1518
Stablepoint Partners
Massachusetts
$1.48M
AIC
1519
Archer Investment Corporation
Indiana
$1.48M
RDWM
1520
Red Door Wealth Management
Tennessee
$1.48M
NA
1521
Nordwand Advisors
Pennsylvania
$1.47M
MCM
1522
Manchester Capital Management
Vermont
$1.47M
FCB
1523
First County Bank
Connecticut
$1.47M
PIA
1524
Perennial Investment Advisors
California
$1.47M
IA
1525
Insight Advisors
Pennsylvania
$1.47M