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
CWA
2401
Clarity Wealth Advisors
California
$490K
MAP
2402
Moody Aldrich Partners
Massachusetts
$489K
PSC
2403
Prentiss Smith & Co
Vermont
$489K
TFP
2404
Triune Financial Partners
Kansas
$488K
MWM
2405
Mattern Wealth Management
Kansas
$488K
OBWP
2406
O'Brien Wealth Partners
Massachusetts
$488K
CSPIA
2407
Cary Street Partners Investment Advisory
Virginia
$487K
CPG
2408
Cornerstone Planning Group
New Jersey
$486K
EF
2409
Elite Financial
Idaho
$486K
SIAG
2410
Safeguard Investment Advisory Group
California
$486K
MFP
2411
Meridian Financial Partners
Virginia
$484K
NMCM
2412
Nicholson Meyer Capital Management
Missouri
$484K
IP
2413
Integras Partners
Georgia
$482K
Cohen & Steers
2414
Cohen & Steers
New York
$480K
GIM
2415
Guardian Investment Management
California
$480K
CVA
2416
Central Valley Advisors
California
$479K
SLG
2417
Stanley-Laman Group
Pennsylvania
$479K
DCA
2418
DSG Capital Advisors
Minnesota
$478K
HPBT
2419
Hickory Point Bank & Trust
Illinois
$477K
SCI
2420
Stableford Capital II
Arizona
$477K
BIA
2421
Beacon Investment Advisors
Maryland
$476K
GWSA
2422
Global Wealth Strategies & Associates
Colorado
$476K
ODIJL
2423
One Day In July LLC
Vermont
$475K
SCA
2424
Southern Capital Advisors
Tennessee
$474K
TIA
2425
Tiemann Investment Advisors
California
$474K