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
LSA
1726
Lion Street Advisors
Texas
$1.1M
CA
1727
Claro Advisors
Massachusetts
$1.1M
FCM
1728
Firestone Capital Management
Florida
$1.1M
CSB
1729
City State Bank
Iowa
$1.09M
FPL
1730
Fortress Private Ledger
North Carolina
$1.09M
GF
1731
Gries Financial
Ohio
$1.09M
BFF
1732
Byrne Financial Freedom
Massachusetts
$1.09M
JWWM
1733
Johnson & White Wealth Management
Pennsylvania
$1.09M
PS
1734
Planned Solutions
California
$1.09M
FCA
1735
Fortis Capital Advisors
Kansas
$1.09M
MF
1736
Montis Financial
Massachusetts
$1.09M
SAA
1737
Southeast Asset Advisors
Georgia
$1.08M
AIM
1738
Avity Investment Management
Connecticut
$1.08M
LI
1739
Lafayette Investments
Maryland
$1.08M
BIG
1740
Brookwood Investment Group
Arizona
$1.08M
FAG
1741
Fortitude Advisory Group
Washington
$1.08M
RPCONE
1742
Retirement Planning Company of New England
Rhode Island
$1.08M
IA
1743
IMZ Advisory
Florida
$1.08M
CA
1744
Cornerstone Advisory
Maryland
$1.08M
GM
1745
GeoWealth Management
Illinois
$1.08M
ACP
1746
Aviance Capital Partners
Florida
$1.08M
AWM
1747
Angeles Wealth Management
California
$1.08M
CF
1748
Centaurus Financial
California
$1.07M
OC
1749
Opinicus Capital
Florida
$1.07M
FCFC
1750
First Commonwealth Financial Corp
Pennsylvania
$1.07M