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
RI
1701
Rinkey Investments
California
$1.14M
PWM
1702
Prosperity Wealth Management
California
$1.14M
FFG
1703
Frisch Financial Group
New York
$1.14M
BIAS
1704
Beacon Investment Advisory Services
New Jersey
$1.14M
LIWM
1705
Long Island Wealth Management
New York
$1.14M
FF
1706
Francis Financial
$1.13M
IP
1707
Ignite Planners
California
$1.13M
CLA
1708
Carnegie Lake Advisors
New Jersey
$1.13M
SFS
1709
Strategic Financial Services
New York
$1.12M
DDC
1710
DF Dent & Co
Maryland
$1.12M
WAG
1711
Winthrop Advisory Group
Massachusetts
$1.12M
GJWM
1712
Gilliland Jeter Wealth Management
Arkansas
$1.12M
IA
1713
Integrity Alliance
Iowa
$1.12M
PWP
1714
Phillips Wealth Planners
Mississippi
$1.12M
JC
1715
JB Capital
Connecticut
$1.12M
BCP
1716
Blue Chip Partners
Michigan
$1.12M
PRTG
1717
Post Resch Tallon Group
New York
$1.12M
FB
1718
First Bancorp
Maine
$1.11M
FH
1719
FWG Holdings
Florida
$1.11M
LWAM
1720
Legacy Wealth Asset Management
Minnesota
$1.11M
EWS
1721
Evergreen Wealth Solutions
Pennsylvania
$1.11M
TGIA
1722
Torrey Growth & Income Advisors
California
$1.11M
BFA
1723
Benedict Financial Advisors
Georgia
$1.11M
TIA
1724
Traphagen Investment Advisors
New Jersey
$1.11M
IPW
1725
Impact Partnership Wealth
Georgia
$1.11M