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
VC
1776
Veracity Capital
Georgia
$1.03M
DIP
1777
DT Investment Partners
Pennsylvania
$1.03M
SAM
1778
Simplify Asset Management
Nevada
$1.03M
CCG
1779
Chatham Capital Group
Georgia
$1.03M
WA1
1780
Wimmer Associates 1
California
$1.03M
BHPW
1781
Beverly Hills Private Wealth
California
$1.02M
WC
1782
Weil Company
California
$1.02M
BFO
1783
Boston Family Office
Massachusetts
$1.02M
OFS
1784
Oldfather Financial Services
Nebraska
$1.02M
NCM
1785
Northside Capital Management
Oregon
$1.02M
RWM
1786
Revisor Wealth Management
Ohio
$1.02M
R
1787
Rebalance
California
$1.02M
CFMC
1788
Curbstone Financial Management Corp
New Hampshire
$1.02M
CICI
1789
Capital Investment Counsel Inc
North Carolina
$1.02M
MHWM
1790
Montz Harcus Wealth Management
Louisiana
$1.01M
S
1791
Sachetta
Massachusetts
$1.01M
LS
1792
Leelyn Smith
Illinois
$1.01M
BCFD
1793
Boit C.F. David
$1.01M
SFG
1794
Shum Financial Group
California
$1.01M
IFWM
1795
Institute for Wealth Management
Colorado
$1.01M
PWP
1796
Prasad Wealth Partners
Ohio
$1.01M
HCMG
1797
Howard Capital Management Group
California
$1.01M
SFC
1798
Strategic Financial Concepts
Texas
$1M
MSWM
1799
McGlone Suttner Wealth Management
Wisconsin
$1M
GSB
1800
Greenfield Savings Bank
Massachusetts
$1M