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
CI
2001
Ceera Investments
Texas
$804K
CHAM
2002
Clear Harbor Asset Management
Connecticut
$803K
BWP
2003
Balboa Wealth Partners
Arizona
$803K
NCM
2004
Novare Capital Management
North Carolina
$801K
GFP
2005
Gryphon Financial Partners
Ohio
$796K
HA
2006
Huntleigh Advisors
Missouri
$796K
HW
2007
HORAN Wealth
Ohio
$794K
CGA
2008
Crescent Grove Advisors
Illinois
$794K
LW
2009
Libra Wealth
California
$793K
3IP
2010
3Chopt Investment Partners
Virginia
$793K
AG
2011
AlTi Global
New York
$791K
TW
2012
TritonPoint Wealth
Maryland
$790K
TA
2013
TCM Advisors
West Virginia
$790K
BAM
2014
Bosun Asset Management
Illinois
$790K
KFA
2015
Kelleher Financial Advisors
New York
$790K
BLC
2016
Brown, Lisle/Cummings
Rhode Island
$790K
HIIFS
2017
Harel Insurance Investments & Financial Services
Israel
$788K
RP
2018
Rowlandmiller & Partners
Georgia
$788K
CPWA
2019
Cerro Pacific Wealth Advisors
California
$786K
WJA
2020
Willis Johnson & Associates
Texas
$786K
IP
2021
Isthmus Partners
Wisconsin
$785K
TWM
2022
Tripletail Wealth Management
Florida
$782K
HCM
2023
Hengehold Capital Management
Ohio
$780K
OP
2024
ORG Partners
Indiana
$779K
PWP
2025
Private Wealth Partners
California
$779K