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
HKAM
1751
Horizon Kinetics Asset Management
New York
$1.07M
KFS
1752
Keynote Financial Services
Connecticut
$1.07M
TCWA
1753
Turtle Creek Wealth Advisors
Texas
$1.06M
P
1754
Pitcairn
Pennsylvania
$1.06M
NED
1755
Nancy E. Dempze
$1.06M
SAM
1756
Secure Asset Management
Michigan
$1.06M
RIA
1757
Retirement Investment Advisors
Oklahoma
$1.06M
WCAMG
1758
Woodard & Company Asset Management Group
North Carolina
$1.06M
IF
1759
Intrua Financial
Texas
$1.06M
TC
1760
Truvestments Capital
Florida
$1.06M
BWM
1761
Blossom Wealth Management
California
$1.05M
KPWG
1762
KFA Private Wealth Group
Virginia
$1.05M
NB
1763
Nicolet Bankshares
Wisconsin
$1.05M
MSG
1764
Main Street Group
Virginia
$1.05M
HWA
1765
Heritage Wealth Advisors
Virginia
$1.05M
WF
1766
WinCap Financial
Massachusetts
$1.05M
NAG
1767
Northstar Advisory Group
New Jersey
$1.05M
FAN
1768
Financial Advisors Network
California
$1.05M
MPI
1769
Mairs & Power Inc
Minnesota
$1.04M
DS
1770
DRW Securities
Illinois
$1.04M
MPIA
1771
Mountain Pacific Investment Advisers
Idaho
$1.04M
MIM
1772
MTM Investment Management
South Carolina
$1.04M
OFS
1773
OneAscent Financial Services
Alabama
$1.04M
QWM
1774
Quadcap Wealth Management
Texas
$1.04M
SWA
1775
SOA Wealth Advisors
New York
$1.04M