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
TWP
1976
Tyche Wealth Partners
Texas
$814K
AFWM
1977
Abich Financial Wealth Management
Virginia
$813K
MFC
1978
Morris Financial Concepts
South Carolina
$813K
HIC
1979
Harvey Investment Company
Kentucky
$813K
BWS
1980
Broadway Wealth Solutions
Texas
$812K
WKWM
1981
Walter & Keenan Wealth Management
Indiana
$811K
A
1982
AlphaQuest
New York
$810K
BDFN
1983
Bond & Devick Financial Network
Minnesota
$809K
SSW
1984
Smith Shellnut Wilson
Mississippi
$809K
AG
1985
AmeriFlex Group
Nevada
$808K
BWA
1986
BlueSky Wealth Advisors
North Carolina
$808K
CNC
1987
Citizens & Northern Corp
Pennsylvania
$807K
AWM
1988
Aberdeen Wealth Management
Illinois
$807K
OCPWS
1989
One Charles Private Wealth Services
Massachusetts
$805K
DW30
1990
Drucker Wealth 3.0
New Jersey
$804K
CI
1991
Ceera Investments
Texas
$804K
CHAM
1992
Clear Harbor Asset Management
Connecticut
$803K
BWP
1993
Balboa Wealth Partners
Arizona
$803K
NCM
1994
Novare Capital Management
North Carolina
$801K
GFP
1995
Gryphon Financial Partners
Ohio
$796K
HA
1996
Huntleigh Advisors
Missouri
$796K
HW
1997
HORAN Wealth
Ohio
$794K
CGA
1998
Crescent Grove Advisors
Illinois
$794K
LW
1999
Libra Wealth
California
$793K
3IP
2000
3Chopt Investment Partners
Virginia
$793K