3,357 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, 1,458 increasing their positions, 1,173 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:

0.95% less ownership

Funds ownership: 62.99%62.04% (-0.95%)

6% less capital invested

Capital invested by funds: $172B → $163B (-$9.74B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,357
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
LFA
1501
Legacy Financial Advisors
Kentucky
$1.5M
HAM
1502
Harmony Asset Management
Arizona
$1.5M
LRPA
1503
L. Roy Papp & Associates
Arizona
$1.49M
TCWM
1504
Total Clarity Wealth Management
Illinois
$1.49M
SMC
1505
Smith, Moore & Co
Missouri
$1.49M
SA
1506
Sage Advisors
Colorado
$1.49M
FNBOH
1507
First National Bank of Hutchinson
Kansas
$1.49M
BMC
1508
Benin Management Corp
Connecticut
$1.48M
SFA
1509
Souders Financial Advisors
Ohio
$1.48M
DIM
1510
Delta Investment Management
California
$1.48M
SP
1511
Stablepoint Partners
Massachusetts
$1.48M
AIC
1512
Archer Investment Corporation
Indiana
$1.48M
RDWM
1513
Red Door Wealth Management
Tennessee
$1.48M
NA
1514
Nordwand Advisors
Pennsylvania
$1.47M
MCM
1515
Manchester Capital Management
Vermont
$1.47M
FCB
1516
First County Bank
Connecticut
$1.47M
PIA
1517
Perennial Investment Advisors
California
$1.47M
IA
1518
Insight Advisors
Pennsylvania
$1.47M
WFI
1519
West Family Investments
California
$1.47M
KA
1520
KLCM Advisors
Wisconsin
$1.47M
PAM
1521
Paradigm Asset Management
New York
$1.47M
CFA
1522
Capstone Financial Advisors
Illinois
$1.47M
AA
1523
Addison Advisors
Vermont
$1.46M
SPWG
1524
Syntegra Private Wealth Group
Missouri
$1.46M
PFA
1525
Presper Financial Architects
Ohio
$1.45M