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
EBA
1901
Eagle Bay Advisors
New York
$896K
RW
1902
Rede Wealth
Virginia
$896K
HIM
1903
Hillsdale Investment Management
Ontario, Canada
$894K
FFWM
1904
Future Financial Wealth Management
Ohio
$894K
EIG
1905
Ellenbecker Investment Group
Wisconsin
$894K
SCA
1906
Sandy Cove Advisors
Massachusetts
$893K
CPSAC
1907
Chas P. Smith & Associates (CPS)
Florida
$892K
BW
1908
BIP Wealth
Georgia
$891K
JIR
1909
James Investment Research
Ohio
$890K
DIM
1910
DLK Investment Management
California
$889K
BWP
1911
Burling Wealth Partners
Illinois
$889K
FUBT
1912
First United Bank & Trust
Maryland
$889K
ZBNA
1913
Zions Bancorporation, National Association
Utah
$887K
WAM
1914
WNY Asset Management
New York
$885K
KFI
1915
Key Financial Inc
Pennsylvania
$885K
1IA
1916
1620 Investment Advisors
Massachusetts
$883K
AAG
1917
Armstrong Advisory Group
Massachusetts
$882K
VFS
1918
Valpey Financial Services
New Hampshire
$881K
RA
1919
Rational Advisors
New York
$880K
SMA
1920
Seven Mile Advisory
New Jersey
$877K
KIG
1921
Kennedy Investment Group
New Jersey
$875K
VWA
1922
Visionary Wealth Advisors
Illinois
$874K
ETS
1923
ESL Trust Services
New York
$874K
NRG
1924
Nemes Rush Group
Michigan
$873K
ML
1925
McAdam LLC
Pennsylvania
$869K