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 %
VVP
1451
Venture Visionary Partners
Ohio
$436K +$42.7K +368 +11%
LWM
1452
Liberty Wealth Management
California
$434K -$8.26K -71 -2%
OFS
1453
Orrstown Financial Services
Pennsylvania
$433K +$24.3K +210 +6%
AA
1454
Argent Advisors
Louisiana
$432K -$3.14K -27 -0.7%
CFS
1455
CRA Financial Services
New Jersey
$430K -$252K -2,167 -37%
JSL
1456
JT Stratford LLC
Georgia
$430K -$32.7K -281 -7%
AIP
1457
Almanack Investment Partners
Pennsylvania
$429K +$50K +438 +13%
GA
1458
GFS Advisors
Texas
$427K -$7.57K -65 -2%
IC
1459
Intersect Capital
California
$427K +$43.2K +372 +11%
JPLA
1460
Joseph P. Lucia & Associates
New York
$426K -$22.6K -194 -5%
SLT
1461
St Louis Trust
Missouri
$426K
GA
1462
Greytown Advisors
Florida
$426K +$176K +1,513 +70%
WCM
1463
Windsor Capital Management
Arizona
$425K +$92.4K +794 +28%
CG
1464
Cutler Group
California
$425K +$425K +3,658 New
MCM
1465
Maryland Capital Management
Maryland
$424K -$69.6K -598 -14%
TWM
1466
Titus Wealth Management
California
$422K -$91.2K -784 -18%
WR
1467
Watson Rebecca
$422K +$116 +1 +0%
BO
1468
Bank OZK
Arkansas
$420K +$12.2K +105 +3%
AAP
1469
Arax Advisory Partners
Colorado
$419K -$24.4K -210 -6%
NCM
1470
New Capital Management
Texas
$417K -$24.3K -209 -6%
MPIA
1471
Mountain Pacific Investment Advisers
Idaho
$417K +$24.4K +210 +6%
TGAM
1472
TBH Global Asset Management
Tennessee
$416K -$51.6K -443 -11%
CC
1473
Capital Counsel
New York
$414K
BFO
1474
Biltmore Family Office
North Carolina
$413K -$684K -5,882 -62%
KWMG
1475
King Wealth Management Group
Florida
$413K -$243K -2,093 -37%