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
AG
2001
AlTi Global
New York
$791K
TW
2002
TritonPoint Wealth
Maryland
$790K
BAM
2003
Bosun Asset Management
Illinois
$790K
TA
2004
TCM Advisors
West Virginia
$790K
KFA
2005
Kelleher Financial Advisors
New York
$790K
BLC
2006
Brown, Lisle/Cummings
Rhode Island
$790K
HIIFS
2007
Harel Insurance Investments & Financial Services
Israel
$788K
RP
2008
Rowlandmiller & Partners
Georgia
$788K
CPWA
2009
Cerro Pacific Wealth Advisors
California
$786K
WJA
2010
Willis Johnson & Associates
Texas
$786K
IP
2011
Isthmus Partners
Wisconsin
$785K
TWM
2012
Tripletail Wealth Management
Florida
$782K
HCM
2013
Hengehold Capital Management
Ohio
$780K
OP
2014
ORG Partners
Indiana
$779K
PWP
2015
Private Wealth Partners
California
$779K
CFG
2016
CMC Financial Group
Georgia
$775K
CH
2017
Cromwell Holdings
Wyoming
$774K
LAM
2018
Lewis Asset Management
California
$773K
ACM
2019
Aljian Capital Management
Nevada
$773K
SRIM
2020
Saratoga Research & Investment Management
California
$773K
VWA
2021
VSM Wealth Advisory
Maryland
$770K
BC
2022
Barrett & Company
Rhode Island
$770K
LIM
2023
Loudon Investment Management
New Hampshire
$770K
RFA
2024
Reyes Financial Architecture
California
$767K
MWM
2025
Mindset Wealth Management
Indiana
$766K