2,071 hedge funds and large institutions have $67.9B invested in IBM in 2019 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 735 increasing their positions, 834 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+113
Holders Change %
+5.77%
% of All Funds
40.9%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.95%
New
251
Increased
735
Reduced
834
Closed
113
Calls
$1.32B
Puts
$2.03B
Net Calls
-$712M
Net Calls Change
-$442M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
2001
Lee Financial
Texas
$45K
SIAP
2002
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$45K
TFGT
2003
TS Financial Group (TSFG)
Illinois
$45K +$258 +2 +0.6%
SC
2004
Solstein Capital
California
$44K +$44K +341 New
TFA
2005
Tobias Financial Advisors
Florida
$44K +$44K +345 New
MIM
2006
Macroview Investment Management
Maryland
$43K +$9.54K +75 +29%
SFPG
2007
Stonebridge Financial Planning Group
Florida
$43K +$43K +334 New
EI
2008
Ellevest Inc
New York
$42K +$39.5K +311 +1,555%
IA
2009
IndexIQ Advisors
New York
$41K +$41K +319 New
PWMG
2010
Prestige Wealth Management Group
New Jersey
$40K -$15.5K -121 -28%
PA
2011
PSI Advisors
Florida
$39K +$39K +310 New
WPA
2012
West Paces Advisors
Georgia
$37.1K
LWA
2013
Lenox Wealth Advisors
New York
$37K +$11.4K +90 +45%
AJ
2014
Ashburton (Jersey)
Jersey
$36K -$1.41K -11 -4%
LFG
2015
LifePlan Financial Group
Ohio
$35K
BAM
2016
Baldrige Asset Management
Pennsylvania
$35K
CAM
2017
Columbia Asset Management
Michigan
$34.9K +$569 +444 +2%
ICM
2018
Islay Capital Management
Texas
$34K +$34K +265 New
BAM
2019
Bellevue Asset Management
Washington
$30K +$30K +235 New
AIM
2020
Arcadia Investment Management
Michigan
$28K
FQ
2021
First Quadrant
California
$27K
CIAS
2022
CBIZ Investment Advisory Services
Ohio
$27K
HFS
2023
HBC Financial Services
Washington
$27K +$27K +209 New
EWM
2024
EPG Wealth Management
Georgia
$27K +$27K +212 New
LAS
2025
Lloyd Advisory Services
Georgia
$25K +$25K +195 New