IBM

IBM

Market cap $232B

1,723 hedge funds and large institutions have $85.1B invested in IBM in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 611 increasing their positions, 771 reducing their positions, and 67 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

1,723

Holders Change

+12

Holders Change %

+0.7%

% of All Funds

46.04%

Holding in Top 10

Holding in Top 10 Change

-16

Holding in Top 10 Change %

-15.53%

% of All Funds

2.32%

New

Increased

611

Reduced

771

Closed

Calls

$2.1B

Puts

$2.44B

Net Calls

-$344M

Net Calls Change

-$369M

Top Buyers

1	Bank of America Charlotte, North Carolina	$1.83B
2	Capital Research Global Investors Los Angeles, California	$1.08B
3	Morgan Stanley New York	$1.13B
4	Vanguard Group Malvern, Pennsylvania	$8.42B
5	Capital World Investors Los Angeles, California	$808M

Top Sellers

1	Royal London Asset Management United Kingdom	$49.5M
2	MAM Magellan Asset Management Sydney, Australia	$519M
3	Fidelity Investments Boston, Massachusetts	$1.32B
4	Wells Fargo San Francisco, California	$781M
5	State Street Boston, Massachusetts	$7.51B

#	Name	Holding	Trade Value	Shares Change	Shares Change %
1626	LWA 1626 Lebenthal Wealth Advisors New York	$209K	+$209K	+1,438	New
1627	CIP 1627 Capital Insight Partners Scottsdale, Arizona	$208K	-$19.9K	-137	-9%
1628	RAM 1628 Riggs Asset Management Dallas, Pennsylvania	$207K	-$13K	-90	-6%
1629	ZF 1629 Zhang Financial Portage, Michigan	$206K	–	–	–
1630	AIM 1630 Allen Investment Management New York	$205K	–	–	–
1631	BAM 1631 Boyar Asset Management New York	$204K	–	–	–
1632	SWA 1632 SFMG Wealth Advisors Plano, Texas	$204K	+$204K	+1,408	New
1633	CFS 1633 Commonwealth Financial Services Vienna, West Virginia	$203K	–	–	–
1634	GCM 1634 Grisanti Capital Management New York	$202K	–	–	–
1635	RIG 1635 Renaissance Investment Group Lenox, Massachusetts	$201K	–	–	–
1636	NP 1636 NS Partners London, United Kingdom	$201K	–	–	–
1637	AW 1637 Alpha Windward Westwood, Massachusetts	$201K	+$2.32K	+16	+1%
1638	MIC 1638 MU Investments Company Tokyo, Japan	$197K	-$156K	-1,098	-44%
1639	QAM 1639 QCI Asset Management Pittsford, New York	$188K	-$15.2K	-105	-7%
1640	TCM 1640 Tuttle Capital Management Riverside, Connecticut	$184K	-$1.19K	-8	-0.6%
1641	BL 1641 Balentine LLC Atlanta, Georgia	$183K	+$436	+3	+0.2%
1642	VIM 1642 Veritas Investment Management London, United Kingdom	$182K	–	–	–
1643	EDRE 1643 Edmond de Rothschild (Europe) Luxembourg	$175K	-$32.9K	-226	-16%
1644	NEAM 1644 New England Asset Management Farmington, Connecticut	$167K	–	–	–
1645	PFO 1645 Pathstone Family Office Englewood, New Jersey	$162K	+$30.3K	+209	+23%
1646	VIMU 1646 Veritas Investment Management (UK) London, United Kingdom	$159K	–	–	–
1647	CAL 1647 Capital Advisors Ltd Shaker Heights, Ohio	$159K	–	–	–
1648	AA 1648 Apriem Advisors Irvine, California	$158K	-$32.6K	-225	-17%
1649	HIIFS 1649 Harel Insurance Investments & Financial Services Ramat Gan, Israel	$158K	+$158K	+1,089	New
1650	OAJ 1650 Ogorek Anthony Joseph Williamsville, New York	$151K	–	–	–

IBM IBM Market cap $232B

Top Buyers

Top Sellers

IBM

IBM

Market cap $232B