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
CCA
1676
Childress Capital Advisors
Texas
$1.2M
CP
1677
Cumberland Partners
Ontario, Canada
$1.2M
IBOK
1678
Independence Bank of Kentucky
Kentucky
$1.2M
SIL
1679
Severin Investments, LLC
Missouri
$1.2M
CWM
1680
Cranbrook Wealth Management
Michigan
$1.2M
DHC
1681
Drum Hill Capital
Connecticut
$1.19M
WC
1682
Westerkirk Capital
$1.19M
PAS
1683
PKS Advisory Services
New York
$1.19M
IPW
1684
Intergy Private Wealth
Colorado
$1.19M
GFA
1685
Gallagher Fiduciary Advisors
Illinois
$1.19M
GCM
1686
Gallacher Capital Management
Colorado
$1.19M
BP
1687
BBR Partners
New York
$1.19M
AP
1688
Atwood & Palmer
Missouri
$1.19M
WRPWM
1689
Werba Rubin Papier Wealth Management
California
$1.18M
WP
1690
WealthShield Partners
North Carolina
$1.18M
EFG
1691
Ethos Financial Group
Pennsylvania
$1.18M
FWM
1692
ForthRight Wealth Management
Georgia
$1.18M
EW
1693
Evoke Wealth
California
$1.18M
BWP
1694
BSW Wealth Partners
Colorado
$1.17M
OW
1695
Olistico Wealth
Oklahoma
$1.17M
KLCM
1696
KG&L Capital Management
Louisiana
$1.16M
KNW
1697
Kesler Norman & Wride
Utah
$1.16M
MCM
1698
Mill Capital Management
North Carolina
$1.16M
WDG
1699
Wealth Dimensions Group
Ohio
$1.16M
RL
1700
Rogco LP
Oklahoma
$1.16M