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
RC
2326
Rexford Capital
Texas
$534K
MLFP
2327
MPS Loria Financial Planners
Illinois
$532K
HIC
2328
Hartline Investment Corp
Illinois
$532K
SL
2329
Sentinus LLC
Illinois
$531K
DP
2330
Denver PWM
Colorado
$531K
PP
2331
Pacifica Partners
Canada
$530K
KWMG
2332
King Wealth Management Group
Florida
$530K
GWANC
2333
Guardian Wealth Advisors (North Carolina)
North Carolina
$530K
RA
2334
Rise Advisors
New York
$529K
STB
2335
S&T Bank
Pennsylvania
$529K
BFS
2336
Beacon Financial Strategies
North Carolina
$528K
AWM
2337
Adams Wealth Management
Utah
$527K
CI
2338
CacheTech Inc
Utah
$527K
BCM
2339
Buckhead Capital Management
Georgia
$527K
KTC
2340
Kentucky Trust Company
Kentucky
$526K
NF
2341
Nvest Financial
New Hampshire
$526K
PAM
2342
Parvin Asset Management
South Dakota
$525K
CBOR
2343
Community Bank of Raymore
Missouri
$525K
GWSG
2344
GPS Wealth Strategies Group
Colorado
$525K
CWS
2345
Cypress Wealth Services
California
$524K
TLFA
2346
True Link Financial Advisors
California
$522K
DWP
2347
Destiny Wealth Partners
Florida
$522K
FIM
2348
Fruth Investment Management
Texas
$521K
LMKC
2349
L.M. Kohn & Company
Ohio
$520K
DIA
2350
Dana Investment Advisors
Wisconsin
$520K