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
BWM
2451
Birchcreek Wealth Management
Ohio
$464K
LSA
2452
Lansing Street Advisors
Pennsylvania
$464K
BAM
2453
Boyar Asset Management
New York
$463K
NWMG
2454
Nicholson Wealth Management Group
South Carolina
$462K
ACGA
2455
Atlanta Consulting Group Advisors
Georgia
$462K
CCA
2456
Cottonwood Capital Advisors
Utah
$460K
RCM
2457
Raleigh Capital Management
North Carolina
$460K
MAM
2458
Marotta Asset Management
Virginia
$460K
ISFAN
2459
Investor's Fiduciary Advisor Network
Washington
$458K
RWS
2460
Resolute Wealth Strategies
Mississippi
$458K
HPG
2461
Harvest Portfolios Group
Ontario, Canada
$458K
WA
2462
Wealthstream Advisors
New York
$458K
NSB
2463
Norway Savings Bank
Maine
$458K
ICM
2464
Intrepid Capital Management
Florida
$458K
BMO
2465
Beck Mack & Oliver
New York
$457K
CH
2466
Canton Hathaway
Rhode Island
$457K
BRWM
2467
Blue Rock Wealth Management
North Carolina
$457K
AWA
2468
Amplius Wealth Advisors
Pennsylvania
$456K
WAM
2469
Worth Asset Management
Texas
$455K
TCM
2470
TruNorth Capital Management
Michigan
$454K
DAM
2471
Diamant Asset Management
Connecticut
$454K
CCFCSB
2472
Cape Cod Five Cents Savings Bank
Massachusetts
$454K
EFG
2473
Embree Financial Group
Illinois
$453K
FWA
2474
FSC Wealth Advisors
New York
$453K
AA
2475
Alesco Advisors
New York
$453K