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
AWA
2051
Alta Wealth Advisors
Massachusetts
$752K
CFS
2052
Commonwealth Financial Services
West Virginia
$751K
CIA
2053
Cohen Investment Advisors
New Hampshire
$751K
MGAM
2054
McGowan Group Asset Management
Texas
$750K
BFG
2055
Baron Financial Group
New Jersey
$750K
GG
2056
Greenwood Gearhart
Arkansas
$750K
HP
2057
Holistic Planning
Texas
$750K
ACM
2058
Advance Capital Management
Michigan
$750K
TIM
2059
Tortoise Investment Management
New York
$749K
FBT
2060
First Bankers Trust
Kentucky
$749K
SWGC
2061
Summit Wealth Group (Colorado)
Colorado
$747K
EWA
2062
Emergent Wealth Advisors
New York
$747K
TWM
2063
TriaGen Wealth Management
California
$745K
DA
2064
Dash Acquisitions
California
$744K
WF
2065
Wayfinding Financial
Washington
$742K
ATS
2066
Ashton Thomas Securities
New York
$741K
NAS
2067
NWF Advisory Services
California
$740K
4A
2068
4Wealth Advisors
Illinois
$740K
LA
2069
LVW Advisors
New York
$739K
SKK
2070
Shepherd Kaplan Krochuk
Massachusetts
$739K
AI
2071
Accredited Investors
Minnesota
$738K
SFC
2072
SYM Financial Corp
Indiana
$738K
SC
2073
Sapient Capital
Indiana
$738K
BCM
2074
Boltwood Capital Management
California
$736K
VCM
2075
Versant Capital Management
Arizona
$736K