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 %
DWM
951
Doyle Wealth Management
Florida
$1.32M -$6.62K -52 -0.5%
HIIFS
952
Harel Insurance Investments & Financial Services
Israel
$1.32M +$140K +329 +12%
MCCP
953
Mission Creek Capital Partners
California
$1.32M +$75.8K +595 +6%
GSBTD
954
Glenview State Bank Trust Department
Illinois
$1.31M +$98.6K +774 +8%
SPC
955
Stewart & Patten Company
California
$1.31M -$91.9K -721 -7%
NDSI
956
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$56.8K -446 -4%
LJAC
957
L.J. Altfest & Co
New York
$1.3M +$1.91K +15 +0.1%
SIG
958
Sargent Investment Group
Maryland
$1.29M +$417K +3,273 +48%
P
959
Pitcairn
Pennsylvania
$1.29M +$935K +7,344 +265%
CA
960
Corrado Advisors
New Jersey
$1.29M -$13.4K -105 -1%
AF
961
Allworth Financial
California
$1.29M +$31K +243 +2%
AWM
962
Absher Wealth Management
North Carolina
$1.28M -$12K -94 -0.9%
AFP
963
Ausdal Financial Partners
Iowa
$1.28M +$153K +1,197 +14%
LAM
964
L2 Asset Management
Massachusetts
$1.27M +$93.4K +733 +8%
FWM
965
Frontier Wealth Management
Missouri
$1.27M -$1.25M -9,791 -50%
AG
966
AIA Group
Hong Kong
$1.27M +$1.27M +9,934 New
GIA
967
Gateway Investment Advisers
Ohio
$1.26M -$104K -813 -8%
SIM
968
Sentry Investment Management
Wisconsin
$1.25M -$5.42M -42,551 -81%
HBT
969
Hills Bank & Trust
Iowa
$1.25M +$14.7K +115 +1%
DCM
970
Donaldson Capital Management
Indiana
$1.25M -$13.3K -104 -1%
WIC
971
Wilkins Investment Counsel
Massachusetts
$1.25M -$6.63K -52 -0.5%
RSWM
972
Robertson Stephens Wealth Management
California
$1.25M +$60.1K +472 +5%
IWM
973
IHT Wealth Management
Illinois
$1.24M +$232K +1,819 +23%
MGIA
974
Moneta Group Investment Advisors
Missouri
$1.24M +$514K +4,035 +71%
PFSC
975
Peoples Financial Services Corp
Pennsylvania
$1.23M -$282K -2,216 -19%