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
LIA
1651
LifePlan Investment Advisors
North Carolina
$1.22M
TWM
1652
Trueblood Wealth Management
Ohio
$1.22M
TFS
1653
Thoroughbred Financial Services
Tennessee
$1.21M
GW
1654
Griffith & Werner
Georgia
$1.21M
ATWA
1655
Arbor Trust Wealth Advisors
Michigan
$1.21M
RCA
1656
Resonant Capital Advisors
Wisconsin
$1.21M
PWA
1657
Provenance Wealth Advisors
Florida
$1.21M
PFW
1658
Petros Family Wealth
Minnesota
$1.21M
DWA
1659
Delos Wealth Advisors
Texas
$1.21M
SAM
1660
Sompo Asset Management
Japan
$1.21M
WA
1661
Wealth Architects
California
$1.21M
BCM
1662
Banyan Capital Management
Georgia
$1.21M
LPT
1663
Legacy Private Trust
Wisconsin
$1.2M
BCCM
1664
Bridge Creek Capital Management
Massachusetts
$1.2M
MFG
1665
Monte Financial Group
Connecticut
$1.2M
JSAM
1666
J. Safra Asset Management
New York
$1.2M
SPC
1667
Spirepoint Private Client
Florida
$1.2M
CCA
1668
Childress Capital Advisors
Texas
$1.2M
CP
1669
Cumberland Partners
Ontario, Canada
$1.2M
IBOK
1670
Independence Bank of Kentucky
Kentucky
$1.2M
CWM
1671
Cranbrook Wealth Management
Michigan
$1.2M
DHC
1672
Drum Hill Capital
Connecticut
$1.19M
WC
1673
Westerkirk Capital
$1.19M
PAS
1674
PKS Advisory Services
New York
$1.19M
IPW
1675
Intergy Private Wealth
Colorado
$1.19M