2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Shares
Change %
YWP
1201
YorkBridge Wealth Partners
New York
$754K +$2.05K +17 +0.3%
IWP
1202
Icon Wealth Partners
Texas
$752K +$97.7K +812 +15%
EA
1203
Elm Advisors
California
$749K -$68.6K -570 -8%
AWC
1204
Abundance Wealth Counselors
Pennsylvania
$746K +$11.4K +95 +2%
CWM
1205
Connecticut Wealth Management
Connecticut
$745K -$49.3K -410 -6%
FFN
1206
Focus Financial Network
Minnesota
$745K +$72.7K +604 +11%
SAM
1207
Summit Asset Management
Tennessee
$743K -$40.1K -333 -5%
IA
1208
Icon Advisers
Colorado
$743K
CCA
1209
Cobblestone Capital Advisors
New York
$741K -$83.7K -695 -10%
TAM
1210
Trust Asset Management
Texas
$738K +$172K +1,425 +30%
FSA
1211
Fort Sheridan Advisors
Illinois
$737K +$81.8K +680 +12%
PFGIA
1212
Patriot Financial Group Insurance Agency
Massachusetts
$737K +$284K +2,357 +63%
VPIM
1213
Vanguard Personalized Indexing Management
California
$735K -$271K -2,247 -27%
KCM
1214
Kendall Capital Management
Maryland
$735K -$17K -141 -2%
WCA
1215
Windsor Creek Advisors
Vermont
$734K -$834K -6,926 -53%
DTC
1216
Davidson Trust Company
Washington
$734K -$458K -3,817 -38%
HIA
1217
Harbor Investment Advisory
Maryland
$734K -$21.8K -181 -3%
IWA
1218
IVC Wealth Advisors
Pennsylvania
$734K +$734K +6,101 New
MVA
1219
Mount Vernon Associates
Maryland
$731K -$37.8K -314 -5%
PAS
1220
Park Avenue Securities
New York
$731K -$11.7K -97 -2%
PHS
1221
Pekin Hardy Strauss
Illinois
$730K
GGS
1222
Galvin Gaustad & Stein
Arizona
$729K +$729K +6,054 New
FAB
1223
First American Bank
Illinois
$726K -$119K -990 -14%
PA
1224
Parallel Advisors
California
$725K -$90.4K -751 -11%
UCI
1225
Uncommon Cents Investing
Wisconsin
$723K -$23.3K -194 -3%