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
OIM
1701
Oder Investment Management
California
$1.15M
OAM
1702
Oak Asset Management
California
$1.15M
AWA
1703
Archvest Wealth Advisors
California
$1.15M
CRM
1704
Cramer Rosenthal McGlynn
Connecticut
$1.15M
OWA
1705
Opal Wealth Advisors
New York
$1.15M
ABWM
1706
Alpine Bank Wealth Management
Colorado
$1.15M
CAAM
1707
Cornerstone Advisors Asset Management
Pennsylvania
$1.15M
PFSC
1708
Peoples Financial Services Corp
Pennsylvania
$1.15M
JPLA
1709
Joseph P. Lucia & Associates
New York
$1.15M
RI
1710
Rinkey Investments
California
$1.14M
PWM
1711
Prosperity Wealth Management
California
$1.14M
FFG
1712
Frisch Financial Group
New York
$1.14M
BIAS
1713
Beacon Investment Advisory Services
New Jersey
$1.14M
LIWM
1714
Long Island Wealth Management
New York
$1.14M
FF
1715
Francis Financial
$1.13M
IP
1716
Ignite Planners
California
$1.13M
CLA
1717
Carnegie Lake Advisors
New Jersey
$1.13M
SFS
1718
Strategic Financial Services
New York
$1.12M
DDC
1719
DF Dent & Co
Maryland
$1.12M
WAG
1720
Winthrop Advisory Group
Massachusetts
$1.12M
GJWM
1721
Gilliland Jeter Wealth Management
Arkansas
$1.12M
IA
1722
Integrity Alliance
Iowa
$1.12M
PWP
1723
Phillips Wealth Planners
Mississippi
$1.12M
JC
1724
JB Capital
Connecticut
$1.12M
BCP
1725
Blue Chip Partners
Michigan
$1.12M