1,948 hedge funds and large institutions have $70.7B invested in IBM in 2019 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 776 increasing their positions, 797 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,948
Holders Change
-24
Holders Change %
-1.22%
% of All Funds
42.38%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
1.13%
New
99
Increased
776
Reduced
797
Closed
91
Calls
$1.65B
Puts
$2.18B
Net Calls
-$522M
Net Calls Change
+$64.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
2001
Colonial Trust Advisors
South Carolina
-$215K -1,590 Closed
GRQ
2002
Gardner Russo & Quinn
Pennsylvania
-$213K -1,582 Closed
MS
2003
Marshall & Sullivan
Washington
-$212K -1,569 Closed
PD
2004
Planning Directions
Pennsylvania
-$210K -1,559 Closed
GIP
2005
Greatmark Investment Partners
Georgia
-$209K -1,549 Closed
AHC
2006
Adell Harriman & Carpenter
Texas
-$207K -1,537 Closed
FMC
2007
First Merchants Corp
Indiana
-$206K -1,527 Closed
LCM
2008
Leisure Capital Management
California
-$203K -1,504 Closed
BKA
2009
Brick & Kyle Associates
Pennsylvania
-$202K -1,501 Closed
GI
2010
Glovista Investments
New Jersey
-$201K -1,492 Closed
DI
2011
DFPG Investments
Utah
-$200K -1,468 Closed
LPC
2012
Loeb Partners Corp
New York
-$187K -1,386 Closed
DBT
2013
Dubuque Bank & Trust
Iowa
-$181K -1,338 Closed
HCA
2014
Horan Capital Advisors
Ohio
-$153K -1,135 Closed
PVH
2015
Psagot Value Holdings
Israel
-$124K -920 Closed
WA
2016
WP Advisors
California
-$1.23K -913 Closed
AWM
2017
Aevitas Wealth Management
Massachusetts
-$118K -881 Closed
FC
2018
Ferris Capital
Massachusetts
-$99K -734 Closed
SAM
2019
Strategy Asset Managers
California
-$96K -711 Closed
MSA
2020
Marino Stram & Associates
Massachusetts
-$91K -672 Closed
OWA
2021
One Wealth Advisors
California
-$87K -645 Closed
OFW
2022
Omnia Family Wealth
Florida
-$85K -630 Closed
JIP
2023
JBJ Investment Partners
South Carolina
-$82K -606 Closed
IWP
2024
Icon Wealth Partners
Texas
-$65K -483 Closed
AIM
2025
Assured Investment Management
New York
-$57K -420 Closed