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 %
BPA
1101
Beacon Pointe Advisors
California
$1M -$641K -5,037 -39%
AB
1102
Atlas Brown
Kentucky
$1M -$146K -1,148 -13%
FWP
1103
FAS Wealth Partners
Kansas
$998K +$50.4K +396 +5%
FFS
1104
Founders Financial Securities
Maryland
$997K -$23.3K -183 -2%
PFM
1105
Parsec Financial Management
North Carolina
$997K +$347K +2,723 +53%
CBFP
1106
Cedar Brook Financial Partners
Ohio
$994K -$226K -1,772 -19%
FSA
1107
Franklin Street Advisors
North Carolina
$993K -$8.67K -68 -0.9%
AWC
1108
Abundance Wealth Counselors
Pennsylvania
$991K +$201K +1,579 +25%
PP
1109
Patten & Patten
Tennessee
$988K -$121K -952 -11%
VI
1110
Versor Investments
New York
$987K +$460K +3,612 +87%
NNP
1111
Nachman Norwood & Parrott
South Carolina
$984K -$9.69K -76 -1%
PAG
1112
Pinnacle Advisory Group
Maryland
$980K +$659K +5,170 +205%
JWA
1113
JFS Wealth Advisors
Pennsylvania
$979K -$52.3K -411 -5%
CPC
1114
Congress Park Capital
New York
$978K +$6.75K +53 +0.7%
SWIG
1115
Strategic Wealth Investment Group
Kentucky
$973K +$224K +1,760 +30%
MMHP
1116
Murphy Middleton Hinkle & Parker
Georgia
$972K -$764 -6 -0.1%
SW
1117
SkyOak Wealth
Michigan
$971K +$28.6K +209 +3%
CW
1118
CreativeOne Wealth
Kansas
$970K +$283K +2,223 +41%
LMAM
1119
Legg Mason Asset Management
Japan
$969K -$57.4K -450 -6%
BWP
1120
Baldwin Wealth Partners
Massachusetts
$967K -$28.4K -223 -3%
GA
1121
Greytown Advisors
Florida
$965K +$457K +3,591 +90%
SAM
1122
Steinberg Asset Management
New York
$964K +$964K +7,564 New
JIC
1123
Joel Isaacson & Co
New York
$962K -$261K -2,046 -21%
BCM
1124
Bluefin Capital Management
New York
$962K -$61.6K -483 -6%
IPW
1125
Inlet Private Wealth
Florida
$951K