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 %
RI
1201
Ridgewood Investments
New Jersey
$809K +$32.9K +258 +4%
LWANC
1202
Laurel Wealth Advisors (North Carolina)
North Carolina
$805K -$44.7K -351 -5%
GIP
1203
Granite Investment Partners
California
$803K
AC
1204
Abbrea Capital
California
$802K +$41.5K +326 +5%
CPR
1205
CSU Producer Resources
Ohio
$800K
GC
1206
Gratus Capital
Georgia
$800K
CA
1207
Calton & Associates
Florida
$797K -$7.64K -60 -0.9%
BHIA
1208
Birch Hill Investment Advisors
Massachusetts
$794K -$132K -1,034 -14%
TWA
1209
TCI Wealth Advisors
Arizona
$794K -$15K -118 -2%
IWA
1210
IVC Wealth Advisors
Pennsylvania
$791K +$13.4K +105 +2%
OAM
1211
Optimal Asset Management
California
$790K -$1.19M -9,309 -60%
CHJWM
1212
Carlton Hofferkamp & Jenks Wealth Management
Texas
$790K -$63.6K -468 -7%
CWM
1213
Connecticut Wealth Management
Connecticut
$789K
IA
1214
IFP Advisors
Florida
$787K -$353K -2,785 -31%
YWP
1215
YorkBridge Wealth Partners
New York
$787K -$11.1K -87 -1%
EA
1216
Elm Advisors
California
$787K -$6.76K -53 -0.9%
WCA
1217
Windsor Creek Advisors
Vermont
$787K +$10.2K +80 +1%
IA
1218
Icon Advisers
Colorado
$786K
VCS
1219
Vaughan & Co Securities
New Jersey
$785K +$785K +6,164 New
NSAM
1220
North Star Asset Management
Wisconsin
$783K +$28.7K +225 +4%
TMAM
1221
Tokio Marine Asset Management
Japan
$783K +$116K +912 +17%
RWM
1222
Ritholtz Wealth Management
New York
$781K +$211K +1,657 +37%
NFG
1223
Nations Financial Group
Iowa
$778K +$38.1K +299 +5%
KNW
1224
Kesler Norman & Wride
Utah
$777K -$1.97M -15,432 -72%
WLPWM
1225
Walled Lake Planning & Wealth Management
Illinois
$774K -$99.8K -783 -11%