IBM

IBM

Market cap $230B

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

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

1,984

Holders Change

-3

Holders Change %

-0.15%

% of All Funds

40.14%

Holding in Top 10

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

Top Buyers

1	1 JPMorgan Chase & Co New York	$959M
2	2 Franklin Resources San Mateo, California	$421M
3	3 Morgan Stanley New York	$1.13B
4	N 4 Natixis Paris, France	$115M
5	IFP 5 Independent Franchise Partners London, United Kingdom	$528M

Top Sellers

1	1 Nordea Investment Management Stockholm, Sweden	$524M
2	2 Ameriprise Minneapolis, Minnesota	$785M
3	KCM 3 Kensico Capital Management Greenwich, Connecticut	$0
4	4 State Street Boston, Massachusetts	$6.45B
5	5 Arrowstreet Capital Boston, Massachusetts	$46.6M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
1826	TWP 1826 Tempus Wealth Planning Irvine, California	$200K	+$200K	+1,720	New
1827	WFA 1827 Wade Financial Advisory Campbell, California	$200K	+$200K	+1,722	New
1828	GRP 1828 Global Retirement Partners San Rafael, California	$198K	-$90.2K	-776	-31%
1829	GFPC 1829 Global Financial Private Client Sarasota, Florida	$194K	-$20K	-173	-9%
1830	FMTCOCP 1830 Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$192K	-$48.5K	-418	-20%
1831	RFA 1831 Reilly Financial Advisors La Mesa, California	$190K	-$179K	-1,539	-49%
1832	HFS 1832 HBC Financial Services Seattle, Washington	$186K	-$34K	-780	-15%
1833	IR 1833 IAT Reinsurance New York	$183K	–	–	–
1834	LAM 1834 Lountzis Asset Management Wyomissing, Pennsylvania	$183K	–	–	–
1835	HF 1835 Halpern Financial Ashburn, Virginia	$183K	-$2.44K	-21	-1%
1836	CI 1836 CX Institutional Auburn, Indiana	$181K	-$1.73M	-14,837	-91%
1837	PP 1837 PrairieView Partners St. Paul, Minnesota	$179K	+$2.1K	+18	+1%
1838	PS 1838 Planned Solutions Folsom, California	$178K	+$178K	+1,527	New
1839	EW 1839 Evoke Wealth Los Angeles, California	$174K	-$2.55K	-22	-1%
1840	MCA 1840 Mercer Capital Advisers Little Silver, New Jersey	$172K	–	–	–
1841	SA 1841 SRH Advisors Salina, Kansas	$166K	+$465	+4	+0.3%
1842	LC 1842 Lindbrook Capital Calabasas, California	$165K	-$2.1K	-18	-1%
1843	TI 1843 Truehand Inc Strafford, New Hampshire	$164K	–	–	–
1844	BDWM 1844 Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$164K	–	–	–
1845	CIA 1845 Cascade Investment Advisors Oregon City, Oregon	$158K	–	–	–
1846	NFSG 1846 Newbridge Financial Services Group Boca Raton, Florida	$156K	+$156K	+1,342	New
1847	HS 1847 Horan Securities Cincinnati, United States	$154K	+$8.98K	+77	+6%
1848	PFO 1848 Pathstone Family Office Englewood, New Jersey	$147K	-$25.7K	-223	-15%
1849	CBT 1849 Central Bank & Trust Lexington, Kentucky	$147K	-$816	-7	-0.6%
1850	LB 1850 Legacy Bridge West Des Moines, Iowa	$147K	–	–	–

IBM IBM Market cap $230B

Top Buyers

Top Sellers

IBM

IBM

Market cap $230B