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
REMPR
1876
Roof Eidam Maycock Peralta (REMP)
California
$930K
WA
1877
WBH Advisory
Maryland
$929K
WI
1878
WrapManager Inc
California
$927K
AA
1879
Auxano Advisors
Washington
$926K
GS
1880
GWN Securities
Florida
$924K
AP
1881
Appleton Partners
Massachusetts
$923K
IP
1882
Investment Partners
Ohio
$923K
CPA
1883
Cardiff Park Advisors
California
$922K
CST
1884
Charles Schwab Trust
Nevada
$920K
BRM
1885
Boston Research & Management
Massachusetts
$919K
SFG
1886
Stonebridge Financial Group
Pennsylvania
$918K
AWM
1887
Aprio Wealth Management
Georgia
$917K
PA
1888
Persium Advisors
Georgia
$917K
DTC
1889
Davidson Trust Company
Washington
$907K
CL
1890
CLG LLC
California
$907K
BTW
1891
Boston Trust Walden
Massachusetts
$906K
MCM
1892
Maple Capital Management
Vermont
$904K
RFP
1893
Roth Financial Partners
Texas
$903K
BFC
1894
Bedel Financial Consulting
Indiana
$903K
OCM
1895
Orion Capital Management
California
$901K
KFS
1896
Kurt F. Somerville
$901K
ACM
1897
Allred Capital Management
Texas
$899K
LFA
1898
LifeGuide Financial Advisors
Pennsylvania
$899K
LA
1899
LexAurum Advisors
Kansas
$898K
SIS
1900
Strategic Investment Solutions
Illinois
$898K