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
BA
2076
Ballast Advisors
Minnesota
$736K
FPCP
2077
Fort Point Capital Partners
California
$736K
SCM
2078
Sunbeam Capital Management
Georgia
$735K
BFG
2079
Beacon Financial Group
Texas
$735K
AIM
2080
Acropolis Investment Management
Missouri
$734K
TFA
2081
Transamerica Financial Advisors
Florida
$734K
IAG
2082
Investment Advisory Group
Massachusetts
$732K
UF
2083
Univest Financial
Pennsylvania
$731K
FMN
2084
Financial Management Network
California
$730K
CFG
2085
Certior Financial Group
Pennsylvania
$730K
GEA
2086
Glen Eagle Advisors
New Jersey
$729K
WCFA
2087
Walkner Condon Financial Advisors
Wisconsin
$728K
EFA
2088
Evernest Financial Advisors
Indiana
$728K
FAM
2089
Fenimore Asset Management
New York
$726K
CWM
2090
Centric Wealth Management
Illinois
$726K
FFP
2091
FourThought Financial Partners
Florida
$725K
LA
2092
Legacy Advisors
Pennsylvania
$724K
CPC
2093
Congress Park Capital
New York
$723K
IF
2094
Integrity Financial
Wyoming
$723K
CRI
2095
Commonwealth Retirement Investments
Virginia
$722K
TFA
2096
Teamwork Financial Advisors
Texas
$720K
QFA
2097
Quantum Financial Advisors
California
$720K
OL
2098
OneFund LLC
Florida
$719K
GXJ
2099
Global X Japan
Japan
$719K
FWA
2100
Flagship Wealth Advisors
Massachusetts
$716K