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
WCM
2351
Weaver Capital Management
Georgia
$520K
JCM
2352
Jacobsen Capital Management
Utah
$519K
RIM
2353
Rockbridge Investment Management
New York
$519K
CNB
2354
Camden National Bank
Maine
$519K
SWP
2355
Summit Wealth Partners
Florida
$518K
MHR
2356
Matthew Hamilton Rosenberg
$518K
VF
2357
Virtu Financial
New York
$517K
CWM
2358
Challenger Wealth Management
California
$516K
CWA
2359
Continuum Wealth Advisors
New York
$516K
GWAM
2360
Guardian Wealth Advisors (Minnesota)
Minnesota
$516K
MHIC
2361
Marble Harbor Investment Counsel
Massachusetts
$514K
MIM
2362
Miller Investment Management
Pennsylvania
$514K
PPW
2363
Presilium Private Wealth
Pennsylvania
$512K
SPWM
2364
Spartan Planning & Wealth Management
North Carolina
$512K
PCP
2365
Proficio Capital Partners
Massachusetts
$511K
CFG
2366
Carter Financial Group
Illinois
$509K
HSWM
2367
Hubbell Strickland Wealth Management
Louisiana
$509K
VI
2368
Versor Investments
New York
$508K
CWA
2369
CM Wealth Advisors
Ohio
$507K
WHCI
2370
W.H. Cornerstone Investments
Massachusetts
$506K
KWM
2371
Kingsman Wealth Management
Florida
$506K
VCAM
2372
Van Cleef Asset Management
Ohio
$506K
ECAM
2373
East Coast Asset Management
Massachusetts
$505K
PIP
2374
Peachtree Investment Partners
Florida
$505K
CBT
2375
CoreFirst Bank & Trust
Kansas
$504K