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 %
TAM
1401
Trillium Asset Management
Massachusetts
$619K -$128K -913 -17%
DHFB
1402
Dixon Hubard Feinour & Brown
Virginia
$616K -$1.57M -11,225 -72%
BCA
1403
Bay Colony Advisors
Massachusetts
$616K +$80.2K +572 +15%
PA
1404
PFG Advisors
Arizona
$614K +$11.6K +83 +2%
CT
1405
Clearstead Trust
Maine
$613K
CYG
1406
Clean Yield Group
Vermont
$613K +$195K +1,391 +47%
BFM
1407
Boston Financial Management
Massachusetts
$612K
ARC
1408
Advisor Resource Council
Texas
$612K +$612K +4,366 New
BWM
1409
BT Wealth Management
Georgia
$610K
PWM
1410
Palumbo Wealth Management
New York
$609K +$6.45K +46 +1%
CF
1411
Copperwynd Financial
Arizona
$609K +$6.59K +47 +1%
NWA
1412
New World Advisors
Massachusetts
$609K +$609K +4,344 New
GFS
1413
GYL Financial Synergies
Connecticut
$608K
FHC
1414
First Heartland Consultants
Missouri
$607K -$113K -806 -16%
WKWM
1415
Walter & Keenan Wealth Management
Indiana
$607K -$102K -732 -14%
FCB
1416
First Command Bank
Texas
$607K -$29.4K -210 -5%
FCFS
1417
First Command Financial Services
Texas
$607K -$29.4K -210 -5%
BST
1418
Bath Savings Trust
Maine
$607K -$14.7K -105 -2%
TIA
1419
Tiemann Investment Advisors
California
$607K +$280 +2 +0%
BW
1420
Bison Wealth
Georgia
$604K -$32.2K -230 -5%
LWM
1421
Liberty Wealth Management
California
$604K -$25.2K -180 -4%
JGIA
1422
Jackson Grant Investment Advisers
Connecticut
$604K +$841 +6 +0.1%
KFA
1423
Krane Funds Advisors
New York
$604K +$83.4K +595 +16%
CL
1424
CSS LLC
Illinois
$601K -$160K -1,145 -21%
BONH
1425
Bank of New Hampshire
New Hampshire
$601K +$601K +4,285 New