1,958 hedge funds and large institutions have $73.4B invested in IBM in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 778 increasing their positions, 775 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,958
Holders Change
+10
Holders Change %
+0.51%
% of All Funds
43%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
1.03%
New
107
Increased
778
Reduced
775
Closed
86
Calls
$1.88B
Puts
$2.15B
Net Calls
-$269M
Net Calls Change
+$252M
Name Holding Trade Value Shares
Change
Shares
Change %
QOP
2001
Quinn Opportunity Partners
Virginia
-$414K -3,138 Closed
WRF
2002
Waddell & Reed Financial
Kansas
-$378K -2,867 Closed
ER
2003
Enlightenment Research
Florida
-$379K -2,824 Closed
UF
2004
Univest Financial
Pennsylvania
-$368K -2,790 Closed
GCP
2005
GSA Capital Partners
United Kingdom
-$363K -2,752 Closed
MCMT
2006
Moon Capital Management (Tennessee)
Tennessee
-$350K -2,652 Closed
BPA
2007
Beacon Pointe Advisors
California
-$348K -2,652 Closed
PCM
2008
Prelude Capital Management
New York
-$342K -2,595 Closed
WP
2009
WealthPLAN Partners
Nebraska
-$327K -2,520 Closed
CCM
2010
Chickasaw Capital Management
Tennessee
-$292K -2,219 Closed
NCM
2011
Noesis Capital Mangement
Florida
-$291K -2,207 Closed
OCM
2012
Osterweis Capital Management
California
-$284K -2,159 Closed
Ninety One (UK)
2013
Ninety One (UK)
United Kingdom
-$283K -2,150 Closed
HI
2014
HBK Investments
Texas
-$283K -2,146 Closed
AAIM
2015
Asset Advisors Investment Management
Georgia
-$267K -2,024 Closed
HIM
2016
Hanlon Investment Management
New Jersey
-$263K -1,992 Closed
FFW
2017
Fusion Family Wealth
New York
-$263K -1,992 Closed
HCA
2018
Harbour Capital Advisors
Virginia
-$262K -1,987 Closed
WPP
2019
Whalerock Point Partners
Rhode Island
-$241K -1,829 Closed
BCM
2020
BlueCrest Capital Management
Jersey
-$235K -1,782 Closed
SCM
2021
Stordahl Capital Management
Colorado
-$238K -1,732 Closed
NP
2022
NS Partners
United Kingdom
-$224K -1,700 Closed
DTL
2023
Dynamic Technology Lab
Singapore
-$217K -1,643 Closed
AIA
2024
Avalon Investment & Advisory
Texas
-$215K -1,634 Closed
RGC
2025
Roberts, Glore & Co
Illinois
-$207K -1,567 Closed