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 %
BST
1401
Bath Savings Trust
Maine
$565K +$227K +1,786 +67%
IFWM
1402
Institute for Wealth Management
Colorado
$564K -$79.2K -621 -12%
ITIM
1403
Indiana Trust & Investment Management
Indiana
$560K -$66.7K -524 -11%
WCM
1404
Weld Capital Management
New York
$560K +$336K +2,637 +150%
WC
1405
Whitney & Co
New York
$559K +$17.8K +140 +3%
DWM
1406
Destination Wealth Management
California
$558K -$20.4K -160 -4%
CT
1407
Clearstead Trust
Maine
$557K
BCM
1408
BTR Capital Management
California
$557K +$79.3K +622 +17%
BFG
1409
Baron Financial Group
New Jersey
$557K -$92.5K -726 -14%
BFM
1410
Boston Financial Management
Massachusetts
$556K -$13.4K -105 -2%
BCM
1411
Becker Capital Management
Oregon
$556K +$127 +1 +0%
BWM
1412
BT Wealth Management
Georgia
$555K +$2.55K +20 +0.5%
SWMP
1413
Signature Wealth Management Partners
New Jersey
$555K +$58.5K +459 +12%
GFS
1414
GYL Financial Synergies
Connecticut
$553K -$603K -4,732 -52%
TIA
1415
Tiemann Investment Advisors
California
$552K -$6.51K -51 -1%
IAN
1416
Integrated Advisors Network
Texas
$549K +$165K +1,295 +43%
AC
1417
Alexandria Capital
Virginia
$548K -$33.5K -263 -6%
DDC
1418
DF Dent & Co
Maryland
$548K +$1.91K +15 +0.3%
JGIA
1419
Jackson Grant Investment Advisers
Connecticut
$548K +$10.9K +86 +2%
PWM
1420
Palumbo Wealth Management
New York
$548K +$30.6K +240 +6%
PA
1421
PFG Advisors
Arizona
$548K +$109K +857 +25%
CF
1422
Copperwynd Financial
Arizona
$547K +$98K +770 +22%
CBA
1423
Coastal Bridge Advisors
Connecticut
$544K +$33.7K +265 +7%
PJSIMP
1424
P.J. Schmidt Investment Management (PJS)
Wisconsin
$544K +$54.8K +397 +11%
NIA
1425
Northstar Investment Advisors
Colorado
$542K -$1.27M -9,932 -70%