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
MWS
2101
MFA Wealth Services
California
$716K
SHGA
2102
Sand Hill Global Advisors
California
$714K
CASB
2103
Cape Ann Savings Bank
Massachusetts
$711K
MLL
2104
Moody Lynn & Lieberson
Massachusetts
$710K
TAM
2105
Trillium Asset Management
Massachusetts
$709K
MWC
2106
MBM Wealth Consultants
Missouri
$704K
MIFH
2107
Migdal Insurance & Financial Holdings
Israel
$704K
SFSG
2108
Sound Financial Strategies Group
Mississippi
$704K
RIS
2109
Retirement Income Solutions
Michigan
$703K
UAS
2110
United Asset Strategies
New York
$702K
AAIM
2111
Asset Advisors Investment Management
Georgia
$701K
DWAM
2112
Duncan Williams Asset Management
Tennessee
$700K
VAF
2113
Values Added Financial
District of Columbia
$699K
AIA
2114
Arbor Investment Advisors
North Carolina
$699K
BIG
2115
Builder Investment Group
Georgia
$698K
FG
2116
Foster Group
Iowa
$698K
FM
2117
Family Management
New York
$698K
WFAG
2118
Wescott Financial Advisory Group
Pennsylvania
$698K
LA
2119
LM Advisors
California
$697K
EWM
2120
Evermay Wealth Management
Virginia
$695K
AIS
2121
AM Investment Strategies
Tennessee
$695K
MCM
2122
Magnolia Capital Management
New York
$693K
BIA
2123
Bigelow Investment Advisors
Maine
$692K
FIB
2124
First Interstate Bank
Montana
$691K
SCG
2125
Sonata Capital Group
Washington
$691K