2,144 hedge funds and large institutions have $66.5B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 908 increasing their positions, 832 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+18
Holders Change %
+0.85%
% of All Funds
37.75%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
168
Increased
908
Reduced
832
Closed
125
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
401
Barry Investment Advisors
Massachusetts
$6M +$463K +3,633 +8%
CIC
402
Cutler Investment Counsel
Oregon
$5.99M +$5.99M +46,978 New
GCMG
403
Gyroscope Capital Management Group
Florida
$5.93M +$711K +5,582 +14%
LW
404
Linscomb Wealth
Texas
$5.93M +$335K +2,626 +6%
AAIM
405
American Assets Investment Management
California
$5.86M
SWP
406
Stratos Wealth Partners
Ohio
$5.81M -$1.84M -14,407 -24%
ATC
407
Argent Trust Co
Tennessee
$5.76M -$126K -988 -2%
HEIP
408
Hudson Edge Investment Partners
New Jersey
$5.75M +$422K +3,314 +8%
SFWA
409
Summit Financial Wealth Advisors
Louisiana
$5.73M -$51.5K -428 -0.9%
6M
410
6 Meridian
Kansas
$5.68M +$679K +5,333 +14%
NB
411
Northwest Bancshares
Pennsylvania
$5.66M +$292K +2,294 +5%
MYIA
412
Mount Yale Investment Advisors
Colorado
$5.63M +$622K +4,881 +12%
CP
413
Corbenic Partners
Pennsylvania
$5.63M +$969K +7,603 +21%
BC
414
Burney Company
Virginia
$5.6M +$62K +487 +1%
LS
415
Livforsakringsbolaget Skandia
Sweden
$5.59M +$600K +4,707 +12%
AIM
416
Achmea Investment Management
Netherlands
$5.56M -$3M -23,539 -35%
HAG
417
HighPoint Advisor Group
Illinois
$5.5M +$693K +5,339 +14%
SBH
418
Segall Bryant & Hamill
Illinois
$5.5M -$889K -6,982 -14%
WJWM
419
Williams Jones Wealth Management
New York
$5.5M -$584K -4,586 -10%
BCM
420
Beddow Capital Management
Wyoming
$5.46M -$3.31K -26 -0.1%
PWLP
421
Prio Wealth Limited Partnership
Massachusetts
$5.45M -$473K -3,714 -8%
HC
422
Hourglass Capital
Texas
$5.41M -$60.1K -472 -1%
DAC
423
Dividend Assets Capital
South Carolina
$5.41M -$217K -1,704 -4%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$5.4M -$121K -951 -2%
NMIMC
425
Northwestern Mutual Investment Management Company
Wisconsin
$5.4M -$1.12M -8,777 -17%