3,367 hedge funds and large institutions have $163B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 1,461 increasing their positions, 1,177 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:

0.94% less ownership

Funds ownership: 62.99%62.05% (-0.94%)

6% less capital invested

Capital invested by funds: $172B → $163B (-$9.71B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,367
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
FA
2251
Freestate Advisors
Kansas
$598K
FFG
2252
Fiduciary Financial Group
California
$597K
GTAM
2253
Global Trust Asset Management
Florida
$595K
CMP
2254
Coston McIsaac & Partners
Maine
$593K
HI
2255
Hoey Investments
Pennsylvania
$593K
KCM
2256
KRS Capital Management
Michigan
$593K
BOH
2257
Bank of Hawaii
Hawaii
$591K
SCP
2258
Stamos Capital Partners
California
$591K
CWA
2259
Centerline Wealth Advisors
Kentucky
$589K
MCCA
2260
Mill Creek Capital Advisors
Pennsylvania
$587K
LFG
2261
Lazard Frères Gestion
France
$586K
MWM
2262
Marietta Wealth Management
Georgia
$586K
KAS
2263
KPP Advisory Services
Kentucky
$584K
RFP
2264
Root Financial Partners
California
$583K
PFA
2265
Providence Financial Advisors
Kansas
$581K
MPIA
2266
Milestones Private Investment Advisors
New York
$581K
CCC
2267
Chelsea Counsel Company
California
$580K
SRB
2268
Shotwell Rutter Baer
Michigan
$579K
6F
2269
626 Financial
Michigan
$579K
HFAS
2270
Hummer Financial Advisory Services
Illinois
$579K
GWM
2271
Glass Wealth Management
Texas
$578K
DWM
2272
Drive Wealth Management
Utah
$578K
YCG
2273
Yeomans Consulting Group
Georgia
$578K
CAM
2274
Close Asset Management
United Kingdom
$577K
CWP
2275
CFM Wealth Partners
Texas
$576K