2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M
Name Holding Trade Value Shares
Change
Shares
Change %
SMI
451
Shelter Mutual Insurance
Missouri
$5.64M -$1.25M -8,921 -18%
1SB
452
1ST Source Bank
Indiana
$5.63M +$4.62K +33 +0.1%
VIA
453
Vident Investment Advisory
Georgia
$5.59M +$471K +3,362 +9%
NRS
454
Neville Rodie & Shaw
New York
$5.58M -$127K -905 -2%
AIP
455
Ameritas Investment Partners
Nebraska
$5.56M -$16K -114 -0.3%
SWM
456
SeaCrest Wealth Management
New York
$5.56M +$113K +809 +2%
HPWA
457
Hall Private Wealth Advisors
North Carolina
$5.53M +$5.53M +39,451 New
TCM
458
Tufton Capital Management
Maryland
$5.53M -$97.7K -697 -2%
FSA
459
Financial Sense Advisors
California
$5.51M +$492K +3,509 +10%
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$5.49M -$452K -3,225 -8%
SC
461
Stolper & Co
Oklahoma
$5.49M +$85.9K +613 +2%
V
462
Veritable
Delaware
$5.48M +$420K +2,999 +8%
BWL
463
Bogart Wealth LLC
Virginia
$5.46M +$728K +5,197 +15%
DWM
464
Dorchester Wealth Management
Quebec, Canada
$5.45M +$106K +759 +2%
PSP
465
Principal Street Partners
Tennessee
$5.37M -$9.62M -68,660 -64%
TU
466
TDAM USA
Ontario, Canada
$5.35M +$66.8K +496 +1%
AI
467
Atria Investments
North Carolina
$5.35M +$255K +1,819 +5%
IA
468
IndexIQ Advisors
New York
$5.34M +$138K +984 +3%
DAC
469
Dividend Assets Capital
South Carolina
$5.34M -$616K -4,392 -10%
BC
470
Bartlett & Co
Ohio
$5.33M -$241K -1,722 -4%
BCWM
471
Bartlett & Co Wealth Management
Ohio
$5.33M -$241K -1,722 -4%
MCM
472
Mattern Capital Management
Colorado
$5.33M +$179K +1,275 +3%
PAG
473
Private Advisory Group
Washington
$5.32M +$296K +2,111 +6%
AF
474
Alerus Financial
North Dakota
$5.31M -$418K -2,980 -7%
WTFG
475
Wells Trecaso Financial Group
Ohio
$5.29M +$203K +1,447 +4%