2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
2001
West Oak Capital
California
$82K +$11.3K +94 +16%
ANBT
2002
American National Bank & Trust
Texas
$81K +$81K +669 New
SFFS
2003
Stonehage Fleming Financial Services
Jersey
$79K
SWP
2004
ShoreHaven Wealth Partners
New Jersey
$79K +$79K +657 New
HWM
2005
HighMark Wealth Management
Minnesota
$79K +$79K +658 New
MIFH
2006
Migdal Insurance & Financial Holdings
Israel
$78K -$6.72K -56 -8%
ACM
2007
AUA Capital Management
Pennsylvania
$76K
NIM
2008
NuWave Investment Management
New Jersey
$74K +$56.9K +471 +332%
IA
2009
IFS Advisors
Kansas
$74K +$74K +614 New
ARIS
2010
Advanced Research Investment Solutions
California
$74K +$74K +614 New
RTC
2011
Riverview Trust Company
Washington
$72K -$3.62K -30 -5%
HWA
2012
HHM Wealth Advisors
Tennessee
$71K -$12.5K -104 -15%
TIAM2
2013
Tru Independence Asset Management 2
Oregon
$71K +$71K +593 New
AWM
2014
Accel Wealth Management
Iowa
$69K +$69K +569 New
SL
2015
Savior LLC
Massachusetts
$68K -$71.9K -596 -51%
CAL
2016
Capital Advisors Ltd
Ohio
$68K -$20.4K -170 -23%
HGWM
2017
Harvest Group Wealth Management
Massachusetts
$68K -$10.7K -89 -14%
FWM
2018
Filbrandt Wealth Management
Wisconsin
$67K -$26K -215 -28%
FFC
2019
First Financial Corp
Indiana
$67K -$11.8K -98 -15%
RIM
2020
Rockbridge Investment Management
New York
$67K +$12K +100 +22%
SIAG
2021
Safeguard Investment Advisory Group
California
$67K +$67K +561 New
SAM
2022
S.A. Mason
Michigan
$65K
MG
2023
MilWealth Group
Wisconsin
$64.1K
NG
2024
NWK Group
California
$63K
AL
2025
ADE LLC
Maryland
$63K +$63K +523 New