1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Shares
Change %
QPWM
1226
Quadrant Private Wealth Management
Pennsylvania
$654K -$171K -1,466 -21%
IAMOG
1227
Investors Asset Management of Georgia
Georgia
$654K +$68.7K +591 +12%
AC
1228
Abbrea Capital
California
$653K -$4.19K -36 -0.6%
RAM
1229
Roanoke Asset Management
New Jersey
$653K
PMFA
1230
Plante Moran Financial Advisors
Michigan
$651K +$66.4K +571 +11%
FFN
1231
Focus Financial Network
Minnesota
$650K -$1.63K -14 -0.3%
NAS
1232
Nicolet Advisory Services
Wisconsin
$648K -$52.8K -454 -8%
MFW
1233
Meristem Family Wealth
Minnesota
$648K
BWM
1234
BerganKDV Wealth Management
Minnesota
$646K -$77.3K -664 -11%
MCM
1235
Magnolia Capital Management
New York
$644K -$26.7K -230 -4%
BOS
1236
Bingham Osborn & Scarborough
California
$641K -$4.19K -36 -0.6%
IFWM
1237
Institute for Wealth Management
Colorado
$640K -$63.6K -546 -9%
9WM
1238
9258 Wealth Management
Ohio
$640K +$3.85K +36 +0.6%
WA
1239
WBH Advisory
Maryland
$639K -$38.5K -331 -6%
PCM
1240
Palisade Capital Management
New Jersey
$637K +$53.6K +461 +9%
DA
1241
DSC Advisors
Illinois
$636K +$165K +1,421 +35%
IWP
1242
Icon Wealth Partners
Texas
$633K -$529K -4,542 -46%
FNC
1243
First National Corp
Massachusetts
$633K -$17.1K -111 -3%
FSA
1244
Fort Sheridan Advisors
Illinois
$633K
CA
1245
Cambridge Advisors
Nebraska
$632K
HWA
1246
Heritage Wealth Advisors
Virginia
$632K
PC
1247
Port Capital
Illinois
$626K +$465 +4 +0.1%
AIA
1248
AGF Investments America
Ontario, Canada
$626K +$7.68K +66 +1%
BFG
1249
Baron Financial Group
New Jersey
$622K +$622K +5,351 New
OIA
1250
OneDigital Investment Advisors
Kansas
$621K -$396K -3,404 -39%