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 %
TW
1526
TrinityPoint Wealth
Connecticut
$503K +$143K +1,023 +40%
CAAS
1527
Capital Asset Advisory Services
Michigan
$502K -$207K -1,476 -29%
THWM
1528
Taylor Hoffman Wealth Management
Virginia
$500K
PWPS
1529
Pinnacle Wealth Planning Services
Ohio
$500K +$8.41K +60 +2%
HIC
1530
Harvey Investment Company
Kentucky
$499K -$144K -1,025 -22%
FFG
1531
Fortem Financial Group
California
$499K +$48.1K +343 +11%
CST
1532
Charles Schwab Trust
Nevada
$499K +$76.3K +544 +18%
BFM
1533
Boothbay Fund Management
New York
$499K +$499K +3,557 New
AIM
1534
Avity Investment Management
Connecticut
$498K +$22.4K +160 +5%
OF
1535
Outfitter Financial
Maine
$497K -$19.8K -141 -4%
AWA
1536
Acorn Wealth Advisors
Michigan
$497K +$56.9K +406 +13%
BEI
1537
Benjamin Edwards Inc
Missouri
$495K -$8.97K -64 -2%
BOS
1538
Bingham Osborn & Scarborough
California
$494K +$21.9K +156 +5%
MTC
1539
McDaniel Terry & Co
Texas
$493K
SMC
1540
Smith, Moore & Co
Missouri
$493K +$8.27K +59 +2%
AWM
1541
Avior Wealth Management
Nebraska
$490K -$6.41K -45 -1%
VNA
1542
Valley National Advisers
Pennsylvania
$490K -$420 -3 -0.1%
KP
1543
Keel Point
Alabama
$489K -$43.7K -312 -8%
BFO
1544
Biltmore Family Office
North Carolina
$489K
ST
1545
Sentinel Trust
Texas
$489K +$489K +3,493 New
FNC
1546
First National Corp
Massachusetts
$488K +$10.2K +88 +2%
AIA
1547
Arbor Investment Advisors
North Carolina
$485K
DAM
1548
Doheny Asset Management
California
$484K
CS
1549
Cannell & Spears
New York
$484K +$95.2K +680 +24%
CHA
1550
Carmichael Hill & Associates
Maryland
$483K +$280 +2 +0.1%