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 %
AWP
2026
Ascent Wealth Partners
New York
-$201K -1,524 Closed
CHJWM
2027
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$202K -1,474 Closed
CWA
2028
Clarus Wealth Advisors
Arizona
-$168K -1,275 Closed
TFA
2029
Transamerica Financial Advisors
Florida
-$162K -1,222 Closed
EWM
2030
Executive Wealth Management
Michigan
-$160K -1,216 Closed
AWM
2031
Apollon Wealth Management
South Carolina
-$147K -1,114 Closed
AWM
2032
Arbor Wealth Management
Florida
-$139K -1,051 Closed
LA
2033
Legacy Advisors
Pennsylvania
-$101K -765 Closed
PCP
2034
Proficio Capital Partners
Massachusetts
-$100K -757 Closed
SHJ
2035
Sharkey, Howes & Javer
Colorado
-$99K -754 Closed
BBA
2036
Braun-Bostich & Associates
Pennsylvania
-$68K -514 Closed
W
2037
WealthStone
Ohio
-$47.7K -362 Closed
IWA
2038
IBEX Wealth Advisors
New Jersey
-$18K -139 Closed
EWA
2039
Evolution Wealth Advisors
Florida
-$17K -130 Closed
RWA
2040
Redhawk Wealth Advisors
Minnesota
-$14K -105 Closed
SC
2041
Skylands Capital
Wisconsin
-$14K -105 Closed
FAM
2042
Fred Alger Management
New York
-$8K -59 Closed
DWA
2043
Dougherty Wealth Advisers
Minnesota
-$2K -18 Closed
TCM
2044
TD Capital Management
Tennessee
-$2K -16 Closed