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 %
GLLW
1501
Graves Light Lenhart Wealth
Virginia
$466K +$255 +2 +0.1%
EHWM
1502
Eads & Heald Wealth Management
Georgia
$466K +$7.26K +57 +2%
KWMG
1503
King Wealth Management Group
Florida
$464K +$9.69K +76 +2%
ODCM
1504
Old Dominion Capital Management
Virginia
$463K -$30.9K -242 -6%
RWB
1505
RMR Wealth Builders
New Jersey
$463K +$302K +2,374 +188%
AWM
1506
Avior Wealth Management
Nebraska
$461K +$529 +4 +0.1%
BEI
1507
Benjamin Edwards Inc
Missouri
$458K -$616K -4,834 -57%
OFG
1508
Oxford Financial Group
Indiana
$458K
PWM
1509
Paulson Wealth Management
Illinois
$458K +$68.2K +538 +18%
CPIG
1510
Chicago Partners Investment Group
Illinois
$456K -$65.8K -486 -13%
NCM
1511
New Capital Management
Texas
$456K
TGAM
1512
TBH Global Asset Management
Tennessee
$456K +$3.56K +28 +0.8%
THWM
1513
Taylor Hoffman Wealth Management
Virginia
$455K -$59.3K -465 -12%
LGA
1514
Lebenthal Global Advisors
New York
$453K -$26.6K -209 -6%
LFF
1515
Level Four Financial
Texas
$449K -$89.1K -699 -17%
QAM
1516
QCI Asset Management
New York
$449K +$3.57K +28 +0.8%
MWM
1517
Mascoma Wealth Management
New Hampshire
$448K -$6.5K -51 -1%
MTC
1518
McDaniel Terry & Co
Texas
$448K +$26.6K +209 +6%
CC
1519
Capital Counsel
New York
$447K
PWPS
1520
Pinnacle Wealth Planning Services
Ohio
$447K +$116K +909 +35%
VNA
1521
Valley National Advisers
Pennsylvania
$446K +$3.7K +29 +0.8%
BFO
1522
Biltmore Family Office
North Carolina
$445K -$48.8K -383 -10%
PIA
1523
Perennial Investment Advisors
California
$445K +$28.3K +222 +7%
SIG
1524
Sky Investment Group
Connecticut
$444K +$19.3K +152 +5%
QI
1525
Qtron Investments
Massachusetts
$443K +$443K +3,479 New