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
BWP
1901
Burling Wealth Partners
Illinois
$889K
FUBT
1902
First United Bank & Trust
Maryland
$889K
ZBNA
1903
Zions Bancorporation, National Association
Utah
$887K
WAM
1904
WNY Asset Management
New York
$885K
KFI
1905
Key Financial Inc
Pennsylvania
$885K
1IA
1906
1620 Investment Advisors
Massachusetts
$883K
AAG
1907
Armstrong Advisory Group
Massachusetts
$882K
VFS
1908
Valpey Financial Services
New Hampshire
$881K
RA
1909
Rational Advisors
New York
$880K
SMA
1910
Seven Mile Advisory
New Jersey
$877K
KIG
1911
Kennedy Investment Group
New Jersey
$875K
VWA
1912
Visionary Wealth Advisors
Illinois
$874K
ETS
1913
ESL Trust Services
New York
$874K
NRG
1914
Nemes Rush Group
Michigan
$873K
ML
1915
McAdam LLC
Pennsylvania
$869K
FBB
1916
Fulton Breakefield Broenniman
Maryland
$868K
JWBC
1917
J.W. Burns & Co
New York
$867K
RC
1918
Reik & Co
New York
$867K
OCM
1919
One Capital Management
California
$866K
DG
1920
DMC Group
Alabama
$865K
OL
1921
Optas LLC
Texas
$863K
CEI
1922
Clark Estates Inc
New York
$862K
HAS
1923
HBW Advisory Services
California
$861K
I2I
1924
Insight 2811 Inc
Illinois
$860K
SPL
1925
Smart Portfolios LLC
Washington
$859K