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
MPCG
1651
Matrix Private Capital Group
New York
$1.24M
SW
1652
SMART Wealth
Nebraska
$1.24M
CA
1653
Callahan Advisors
Texas
$1.23M
SIA
1654
SeaBridge Investment Advisors
New Jersey
$1.23M
NL
1655
NVWM LLC
Pennsylvania
$1.23M
WA
1656
Waddell & Associates
Tennessee
$1.23M
VIM
1657
Vinva Investment Management
Australia
$1.23M
CIM
1658
Corda Investment Management
Texas
$1.22M
LIA
1659
LifePlan Investment Advisors
North Carolina
$1.22M
TWM
1660
Trueblood Wealth Management
Ohio
$1.22M
TFS
1661
Thoroughbred Financial Services
Tennessee
$1.21M
GW
1662
Griffith & Werner
Georgia
$1.21M
ATWA
1663
Arbor Trust Wealth Advisors
Michigan
$1.21M
RCA
1664
Resonant Capital Advisors
Wisconsin
$1.21M
PWA
1665
Provenance Wealth Advisors
Florida
$1.21M
PFW
1666
Petros Family Wealth
Minnesota
$1.21M
DWA
1667
Delos Wealth Advisors
Texas
$1.21M
SAM
1668
Sompo Asset Management
Japan
$1.21M
WA
1669
Wealth Architects
California
$1.21M
BCM
1670
Banyan Capital Management
Georgia
$1.21M
LPT
1671
Legacy Private Trust
Wisconsin
$1.2M
BCCM
1672
Bridge Creek Capital Management
Massachusetts
$1.2M
MFG
1673
Monte Financial Group
Connecticut
$1.2M
JSAM
1674
J. Safra Asset Management
New York
$1.2M
SPC
1675
Spirepoint Private Client
Florida
$1.2M