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 %
MPCG
1301
Matrix Private Capital Group
New York
$680K +$105K +828 +18%
TAM
1302
Trillium Asset Management
Massachusetts
$679K -$13.5K -106 -2%
OPS
1303
Orion Portfolio Solutions
Nebraska
$672K +$134K +1,051 +25%
ANRIA
1304
American National Registered Investment Advisor
Texas
$671K
CCM
1305
Coldstream Capital Management
Washington
$669K -$80.9K -635 -11%
BRM
1306
Boston Research & Management
Massachusetts
$669K -$11.3K -89 -2%
OIA
1307
OneDigital Investment Advisors
Kansas
$669K +$3.44K +27 +0.5%
SFO
1308
Stokes Family Office
Louisiana
$667K +$43.2K +339 +7%
DIM
1309
Delta Investment Management
California
$665K +$1.15K +9 +0.2%
PCM
1310
Piedmont Capital Management
Montana
$665K +$61.8K +480 +10%
FAM
1311
Fenimore Asset Management
New York
$664K -$137K -1,072 -17%
EHC
1312
Everett Harris & Co
California
$657K -$353K -2,772 -35%
BIC
1313
Beach Investment Counsel
Pennsylvania
$657K
FHC
1314
First Heartland Consultants
Missouri
$655K +$82.8K +650 +14%
MAM
1315
Meeder Asset Management
Ohio
$655K +$96.7K +759 +17%
HT
1316
Heritage Trust
Oklahoma
$654K -$47.3K -371 -7%
BIA
1317
Bigelow Investment Advisors
Maine
$652K -$80.9K -635 -11%
SWA
1318
Sax Wealth Advisors
New Jersey
$648K +$139K +1,091 +27%
SFI
1319
SPC Financial Inc
Maryland
$647K +$46.7K +366 +8%
WKWM
1320
Walter & Keenan Wealth Management
Indiana
$646K +$79.8K +627 +14%
CAAS
1321
Capital Asset Advisory Services
Michigan
$644K -$104K -816 -14%
REMPR
1322
Roof Eidam Maycock Peralta (REMP)
California
$643K -$813K -6,375 -56%
ATWA
1323
Arbor Trust Wealth Advisors
Michigan
$643K -$2.66K -21 -0.4%
GD
1324
Grandfield & Dodd
New York
$640K +$40.1K +314 +7%
CAN
1325
Claraphi Advisory Network
United States
$638K +$183K +1,440 +40%