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
NAG
1776
Northstar Advisory Group
New Jersey
$1.05M
FAN
1777
Financial Advisors Network
California
$1.05M
MPI
1778
Mairs & Power Inc
Minnesota
$1.04M
DS
1779
DRW Securities
Illinois
$1.04M
MPIA
1780
Mountain Pacific Investment Advisers
Idaho
$1.04M
MIM
1781
MTM Investment Management
South Carolina
$1.04M
OFS
1782
OneAscent Financial Services
Alabama
$1.04M
QWM
1783
Quadcap Wealth Management
Texas
$1.04M
SWA
1784
SOA Wealth Advisors
New York
$1.04M
VC
1785
Veracity Capital
Georgia
$1.03M
DIP
1786
DT Investment Partners
Pennsylvania
$1.03M
SAM
1787
Simplify Asset Management
Nevada
$1.03M
CCG
1788
Chatham Capital Group
Georgia
$1.03M
WA1
1789
Wimmer Associates 1
California
$1.03M
BHPW
1790
Beverly Hills Private Wealth
California
$1.02M
WC
1791
Weil Company
California
$1.02M
BFO
1792
Boston Family Office
Massachusetts
$1.02M
OFS
1793
Oldfather Financial Services
Nebraska
$1.02M
NCM
1794
Northside Capital Management
Oregon
$1.02M
RWM
1795
Revisor Wealth Management
Ohio
$1.02M
R
1796
Rebalance
California
$1.02M
CFMC
1797
Curbstone Financial Management Corp
New Hampshire
$1.02M
CICI
1798
Capital Investment Counsel Inc
North Carolina
$1.02M
MHWM
1799
Montz Harcus Wealth Management
Louisiana
$1.01M
S
1800
Sachetta
Massachusetts
$1.01M