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
SWM
1576
Selective Wealth Management
Virginia
$1.36M
NI
1577
Natural Investments
California
$1.35M
BM
1578
Berman McAleer
Maryland
$1.35M
HAM
1579
Hedges Asset Management
Nevada
$1.35M
CFS
1580
CRA Financial Services
New Jersey
$1.35M
TGAM
1581
TBH Global Asset Management
Tennessee
$1.35M
RBFC
1582
Roman Butler Fullerton & Co
Missouri
$1.34M
SFG
1583
Sovereign Financial Group
Connecticut
$1.34M
PWM
1584
Proathlete Wealth Management
Florida
$1.33M
BW
1585
BXM Wealth
Colorado
$1.33M
JF
1586
Jump Financial
Illinois
$1.33M
MW
1587
MBL Wealth
North Carolina
$1.33M
BCP
1588
Berkeley Capital Partners
Georgia
$1.33M
LC
1589
LCNB Corp
Ohio
$1.32M
CAL
1590
Capital Advisors Ltd
Ohio
$1.32M
CCA
1591
Cobblestone Capital Advisors
New York
$1.32M
ECA
1592
Elevated Capital Advisors
Utah
$1.32M
SWA
1593
SFMG Wealth Advisors
Texas
$1.32M
M
1594
MATAURO
New York
$1.32M
SSC
1595
Syverson Strege & Co
Iowa
$1.31M
UBG
1596
United Bank (Georgia)
Georgia
$1.31M
AWA
1597
Acorn Wealth Advisors
Michigan
$1.31M
WEG
1598
World Equity Group
Illinois
$1.31M
KA
1599
Klingman & Associates
New York
$1.31M
SLT
1600
St Louis Trust
Missouri
$1.31M