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
PWM
1576
Proathlete Wealth Management
Florida
$1.33M
BW
1577
BXM Wealth
Colorado
$1.33M
JF
1578
Jump Financial
Illinois
$1.33M
MW
1579
MBL Wealth
North Carolina
$1.33M
BCP
1580
Berkeley Capital Partners
Georgia
$1.33M
LC
1581
LCNB Corp
Ohio
$1.32M
CAL
1582
Capital Advisors Ltd
Ohio
$1.32M
CCA
1583
Cobblestone Capital Advisors
New York
$1.32M
ECA
1584
Elevated Capital Advisors
Utah
$1.32M
SWA
1585
SFMG Wealth Advisors
Texas
$1.32M
M
1586
MATAURO
New York
$1.32M
SSC
1587
Syverson Strege & Co
Iowa
$1.31M
UBG
1588
United Bank (Georgia)
Georgia
$1.31M
AWA
1589
Acorn Wealth Advisors
Michigan
$1.31M
WEG
1590
World Equity Group
Illinois
$1.31M
KA
1591
Klingman & Associates
New York
$1.31M
SLT
1592
St Louis Trust
Missouri
$1.31M
IFU
1593
iSAM Funds (UK)
United Kingdom
$1.3M
AA
1594
Argent Advisors
Louisiana
$1.3M
STA
1595
Smith Thornton Advisors
Alabama
$1.3M
ZIG
1596
Zullo Investment Group
Pennsylvania
$1.3M
PCA
1597
Pallas Capital Advisors
Massachusetts
$1.3M
RA
1598
Ransom Advisory
Rhode Island
$1.3M
PCMC
1599
Paragon Capital Management (Colorado)
Colorado
$1.3M
LTAS
1600
Linden Thomas Advisory Services
North Carolina
$1.3M