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 %
MAM
1226
McLean Asset Management
Virginia
$864K +$3.72K +28 +0.4%
EWM
1227
Empirical Wealth Management
Washington
$864K +$211K +1,507 +32%
YWP
1228
YorkBridge Wealth Partners
New York
$863K -$3.36K -24 -0.4%
MSA
1229
Marino Stram & Associates
Massachusetts
$863K +$863K +6,157 New
FA
1230
FDx Advisors
Illinois
$859K +$31.8K +227 +4%
NAS
1231
Nicolet Advisory Services
Wisconsin
$859K +$59K +421 +7%
EWM
1232
Evermay Wealth Management
Virginia
$858K -$33.1K -236 -4%
BHIA
1233
Birch Hill Investment Advisors
Massachusetts
$857K -$16.2K -116 -2%
GIA
1234
Granite Investment Advisors
New Hampshire
$854K -$99.7K -712 -10%
IC
1235
Intersect Capital
California
$852K +$220K +1,568 +35%
OTPPB
1236
Ontario Teachers' Pension Plan Board
Ontario, Canada
$851K -$103K -733 -11%
MVA
1237
Mount Vernon Associates
Maryland
$851K
AII
1238
AGF Investments Inc
Ontario, Canada
$849K -$8.22M -58,675 -91%
IRC
1239
Investors Research Corp
Georgia
$847K
QI
1240
Qtron Investments
Massachusetts
$841K +$353K +2,521 +72%
WTB
1241
Washington Trust Bank
Washington
$840K -$61.7K -440 -7%
EA
1242
Elm Advisors
California
$839K -$26.4K -188 -3%
SFO
1243
Stokes Family Office
Louisiana
$838K +$104K +745 +14%
RIA
1244
Realta Investment Advisors
Delaware
$837K -$69.7K -497 -8%
9WM
1245
9258 Wealth Management
Ohio
$837K +$13.2K +94 +2%
OAM
1246
Oak Asset Management
California
$837K +$837K +5,971 New
BCM
1247
BTR Capital Management
California
$836K +$224K +1,596 +37%
TPWA
1248
TRUE Private Wealth Advisors
Oregon
$831K -$3.36K -24 -0.4%
PWM
1249
Prentice Wealth Management
New York
$830K +$140 +1 +0%
QVT
1250
Quantitative Value Technologies
Kansas
$828K +$828K +5,907 New