3,358 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
3,358
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
GEA
2076
Glen Eagle Advisors
New Jersey
$729K
WCFA
2077
Walkner Condon Financial Advisors
Wisconsin
$728K
EFA
2078
Evernest Financial Advisors
Indiana
$728K
FAM
2079
Fenimore Asset Management
New York
$726K
CWM
2080
Centric Wealth Management
Illinois
$726K
FFP
2081
FourThought Financial Partners
Florida
$725K
LA
2082
Legacy Advisors
Pennsylvania
$724K
CPC
2083
Congress Park Capital
New York
$723K
IF
2084
Integrity Financial
Wyoming
$723K
CRI
2085
Commonwealth Retirement Investments
Virginia
$722K
TFA
2086
Teamwork Financial Advisors
Texas
$720K
QFA
2087
Quantum Financial Advisors
California
$720K
OL
2088
OneFund LLC
Florida
$719K
GXJ
2089
Global X Japan
Japan
$719K
FWA
2090
Flagship Wealth Advisors
Massachusetts
$716K
MWS
2091
MFA Wealth Services
California
$716K
SHGA
2092
Sand Hill Global Advisors
California
$714K
CASB
2093
Cape Ann Savings Bank
Massachusetts
$711K
MLL
2094
Moody Lynn & Lieberson
Massachusetts
$710K
TAM
2095
Trillium Asset Management
Massachusetts
$709K
MWC
2096
MBM Wealth Consultants
Missouri
$704K
MIFH
2097
Migdal Insurance & Financial Holdings
Israel
$704K
SFSG
2098
Sound Financial Strategies Group
Mississippi
$704K
RIS
2099
Retirement Income Solutions
Michigan
$703K
UAS
2100
United Asset Strategies
New York
$702K