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
RPCONE
1751
Retirement Planning Company of New England
Rhode Island
$1.08M
IA
1752
IMZ Advisory
Florida
$1.08M
CA
1753
Cornerstone Advisory
Maryland
$1.08M
GM
1754
GeoWealth Management
Illinois
$1.08M
ACP
1755
Aviance Capital Partners
Florida
$1.08M
AWM
1756
Angeles Wealth Management
California
$1.08M
CF
1757
Centaurus Financial
California
$1.07M
OC
1758
Opinicus Capital
Florida
$1.07M
FCFC
1759
First Commonwealth Financial Corp
Pennsylvania
$1.07M
HKAM
1760
Horizon Kinetics Asset Management
New York
$1.07M
KFS
1761
Keynote Financial Services
Connecticut
$1.07M
TCWA
1762
Turtle Creek Wealth Advisors
Texas
$1.06M
P
1763
Pitcairn
Pennsylvania
$1.06M
NED
1764
Nancy E. Dempze
$1.06M
SAM
1765
Secure Asset Management
Michigan
$1.06M
RIA
1766
Retirement Investment Advisors
Oklahoma
$1.06M
WCAMG
1767
Woodard & Company Asset Management Group
North Carolina
$1.06M
IF
1768
Intrua Financial
Texas
$1.06M
TC
1769
Truvestments Capital
Florida
$1.06M
BWM
1770
Blossom Wealth Management
California
$1.05M
KPWG
1771
KFA Private Wealth Group
Virginia
$1.05M
NB
1772
Nicolet Bankshares
Wisconsin
$1.05M
MSG
1773
Main Street Group
Virginia
$1.05M
HWA
1774
Heritage Wealth Advisors
Virginia
$1.05M
WF
1775
WinCap Financial
Massachusetts
$1.05M