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
PRTG
1726
Post Resch Tallon Group
New York
$1.12M
FB
1727
First Bancorp
Maine
$1.11M
FH
1728
FWG Holdings
Florida
$1.11M
LWAM
1729
Legacy Wealth Asset Management
Minnesota
$1.11M
EWS
1730
Evergreen Wealth Solutions
Pennsylvania
$1.11M
TGIA
1731
Torrey Growth & Income Advisors
California
$1.11M
BFA
1732
Benedict Financial Advisors
Georgia
$1.11M
TIA
1733
Traphagen Investment Advisors
New Jersey
$1.11M
IPW
1734
Impact Partnership Wealth
Georgia
$1.11M
LSA
1735
Lion Street Advisors
Texas
$1.1M
CA
1736
Claro Advisors
Massachusetts
$1.1M
FCM
1737
Firestone Capital Management
Florida
$1.1M
CSB
1738
City State Bank
Iowa
$1.09M
FPL
1739
Fortress Private Ledger
North Carolina
$1.09M
GF
1740
Gries Financial
Ohio
$1.09M
BFF
1741
Byrne Financial Freedom
Massachusetts
$1.09M
JWWM
1742
Johnson & White Wealth Management
Pennsylvania
$1.09M
PS
1743
Planned Solutions
California
$1.09M
FCA
1744
Fortis Capital Advisors
Kansas
$1.09M
MF
1745
Montis Financial
Massachusetts
$1.09M
SAA
1746
Southeast Asset Advisors
Georgia
$1.08M
AIM
1747
Avity Investment Management
Connecticut
$1.08M
LI
1748
Lafayette Investments
Maryland
$1.08M
BIG
1749
Brookwood Investment Group
Arizona
$1.08M
FAG
1750
Fortitude Advisory Group
Washington
$1.08M