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
AA
2301
Apriem Advisors
California
$553K
Fiera Capital (Canada)
2302
Fiera Capital (Canada)
Quebec, Canada
$552K
BAM
2303
BOS Asset Management
Illinois
$552K
FC
2304
Financial Consulate
Maryland
$551K
MW
2305
Maia Wealth
Colorado
$549K
JFGIW
2306
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K
IWM
2307
Integris Wealth Management
California
$547K
FBFS
2308
First Business Financial Services
Wisconsin
$547K
WAL
2309
W Advisors LLC
Tennessee
$546K
FCM
2310
Fourpath Capital Management
Oklahoma
$545K
WIC
2311
Willis Investment Counsel
Georgia
$545K
RIM
2312
Rakuten Investment Management
Japan
$543K
GSIAS
2313
Garden State Investment Advisory Services
New Jersey
$542K
CC
2314
Cadinha & Co
Hawaii
$541K
BBNB
2315
Baker Boyer National Bank
Washington
$541K
KFA
2316
Krane Funds Advisors
New York
$539K
O3W
2317
Omni 360 Wealth
New Jersey
$538K
BHWA
2318
Beacon Harbor Wealth Advisors
Virginia
$538K
CT
2319
Coastline Trust
Rhode Island
$538K
WWG
2320
West Wealth Group
California
$537K
ST
2321
Sageworth Trust
Pennsylvania
$537K
SMWM
2322
Silvia McColl Wealth Management
California
$536K
SAW
2323
Signal Advisors Wealth
Michigan
$536K
PCH
2324
PGIM Custom Harvest
New Jersey
$536K
EHWM
2325
Eads & Heald Wealth Management
Georgia
$534K