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
GFA
1676
Gallagher Fiduciary Advisors
Illinois
$1.19M
GCM
1677
Gallacher Capital Management
Colorado
$1.19M
BP
1678
BBR Partners
New York
$1.19M
AP
1679
Atwood & Palmer
Missouri
$1.19M
WRPWM
1680
Werba Rubin Papier Wealth Management
California
$1.18M
WP
1681
WealthShield Partners
North Carolina
$1.18M
EFG
1682
Ethos Financial Group
Pennsylvania
$1.18M
FWM
1683
ForthRight Wealth Management
Georgia
$1.18M
EW
1684
Evoke Wealth
California
$1.18M
BWP
1685
BSW Wealth Partners
Colorado
$1.17M
OW
1686
Olistico Wealth
Oklahoma
$1.17M
KLCM
1687
KG&L Capital Management
Louisiana
$1.16M
KNW
1688
Kesler Norman & Wride
Utah
$1.16M
MCM
1689
Mill Capital Management
North Carolina
$1.16M
WDG
1690
Wealth Dimensions Group
Ohio
$1.16M
RL
1691
Rogco LP
Oklahoma
$1.16M
OIM
1692
Oder Investment Management
California
$1.15M
OAM
1693
Oak Asset Management
California
$1.15M
AWA
1694
Archvest Wealth Advisors
California
$1.15M
CRM
1695
Cramer Rosenthal McGlynn
Connecticut
$1.15M
OWA
1696
Opal Wealth Advisors
New York
$1.15M
ABWM
1697
Alpine Bank Wealth Management
Colorado
$1.15M
CAAM
1698
Cornerstone Advisors Asset Management
Pennsylvania
$1.15M
PFSC
1699
Peoples Financial Services Corp
Pennsylvania
$1.15M
JPLA
1700
Joseph P. Lucia & Associates
New York
$1.15M