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
KWM
2376
Kiker Wealth Management
Georgia
$504K
WSWA
2377
Warren Street Wealth Advisors
California
$503K
HWA
2378
HCR Wealth Advisors
California
$503K
MCG
2379
McCollum Christoferson Group
New York
$502K
MF
2380
Meridian Financial
Massachusetts
$502K
MC
2381
Middleton & Co
Massachusetts
$501K
WCM
2382
Windsor Capital Management
Arizona
$501K
FZCM
2383
Flynn Zito Capital Management
New York
$500K
SIAP
2384
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$498K
PMG
2385
Private Management Group
California
$497K
SPF
2386
South Plains Financial
Texas
$495K
SCP
2387
Sivia Capital Partners
California
$495K
JPWM
2388
Jamison Private Wealth Management
Georgia
$494K
PP
2389
PFS Partners
New Jersey
$494K
CCM
2390
Coerente Capital Management
Ontario, Canada
$494K
WGC
2391
Watts Gwilliam & Co
Arizona
$494K
MAWCM
2392
Mine & Arao Wealth Creation & Management
California
$493K
BWS
2393
Buck Wealth Strategies
Colorado
$493K
PTB
2394
Pioneer Trust Bank
Oregon
$493K
VFG
2395
Victory Financial Group
Texas
$492K
FFO
2396
Fortitude Family Office
Arizona
$491K
EWS
2397
Eagle Wealth Strategies
New Jersey
$491K
MA
2398
MAS Advisors
Florida
$491K
BWCS
2399
Beirne Wealth Consulting Services
Connecticut
$491K
JWM
2400
JGP Wealth Management
Oregon
$490K