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 %
WPW
1126
Waldron Private Wealth
Pennsylvania
$951K +$112K +879 +13%
TAM
1127
Trust Asset Management
Texas
$951K +$170K +1,332 +22%
LRPA
1128
L. Roy Papp & Associates
Arizona
$944K -$526K -4,133 -36%
CFGS
1129
Concourse Financial Group Securities
Alabama
$944K -$10.5K -82 -1%
SEEDPG
1130
S.E.E.D. Planning Group
New York
$940K -$198K -1,553 -17%
CS
1131
Comerica Securities
Michigan
$939K +$195K +1,534 +26%
ADL
1132
Asset Dedication LLC
California
$938K -$383K -3,034 -29%
MA
1133
MONECO Advisors
Connecticut
$937K +$214K +1,680 +30%
FANJ
1134
Financial Architects (New Jersey)
New Jersey
$934K -$19.6K -154 -2%
4WM
1135
44 Wealth Management
Oregon
$933K +$313K +2,456 +50%
SM
1136
Sciencast Management
New Jersey
$933K +$711K +5,526 +321%
MPM
1137
Meritage Portfolio Management
Kansas
$932K +$49.4K +388 +6%
BWP
1138
BSW Wealth Partners
Colorado
$931K +$268K +2,106 +41%
BTW
1139
Boston Trust Walden
Massachusetts
$929K -$221K -1,732 -19%
MWM
1140
Minot Wealth Management
Massachusetts
$929K +$418K +3,284 +82%
CT
1141
Coastline Trust
Rhode Island
$925K -$237K -1,857 -20%
CCM
1142
Compton Capital Management
Rhode Island
$924K -$13.4K -105 -1%
GLA
1143
Good Life Advisors
Pennsylvania
$924K -$11.7K -92 -1%
BSB
1144
Bangor Savings Bank
Maine
$923K +$33.6K +264 +4%
HCM
1145
Harvey Capital Management
Florida
$913K -$53.4K -419 -6%
CCA
1146
Checchi Capital Advisers
California
$912K +$14.3K +112 +2%
TCA
1147
Transcend Capital Advisors
New Jersey
$912K +$148K +1,161 +19%
KMWM
1148
Keudell/Morrison Wealth Management
Oregon
$908K -$26K -204 -3%
ZIG
1149
Zuckerman Investment Group
Illinois
$904K
SG
1150
StoneX Group
New York
$904K +$12.6K +99 +1%