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
SP
2426
Stonebrook Private
Michigan
$474K
WTB
2427
Washington Trust Bank
Washington
$473K
AFG
2428
ABLE Financial Group
Arizona
$472K
TSWM
2429
Triangle Securities Wealth Management
North Carolina
$471K
AIP
2430
Almanack Investment Partners
Pennsylvania
$471K
PPC
2431
Pennington Partners & Co
Maryland
$471K
WCM
2432
Wedge Capital Management
North Carolina
$470K
SPP
2433
Single Point Partners
Massachusetts
$470K
TWM
2434
Trinity Wealth Management
Pennsylvania
$469K
BOM
2435
Bank of Marin
California
$469K
MAMG
2436
Milestone Asset Management Group
Connecticut
$469K
HBWM
2437
Hollow Brook Wealth Management
New York
$468K
VFPW
2438
Vantage Financial Partners (Wisconsin)
Wisconsin
$468K
RMAM
2439
Raab & Moskowitz Asset Management
New Jersey
$468K
TWM
2440
Triton Wealth Management
Arizona
$468K
SP
2441
SIH Partners
Delaware
$467K
BAMG
2442
Brand Asset Management Group
Missouri
$466K
PM
2443
Penbrook Management
New York
$466K
CAM
2444
Claret Asset Management
Quebec, Canada
$466K
EIP
2445
Ellis Investment Partners
Pennsylvania
$466K
AA
2446
Acorns Advisers
California
$465K
WWM
2447
Woodside Wealth Management
Massachusetts
$465K
HIA
2448
HFM Investment Advisors
New Jersey
$465K
CPL
2449
CAP Partners LLC
Tennessee
$465K
SSW
2450
Stone Summit Wealth
Florida
$464K