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 %
SSWM
1551
Smith Salley Wealth Management
North Carolina
$482K +$93.8K +669 +24%
CWM
1552
Calamos Wealth Management
Illinois
$481K -$164K -1,173 -25%
OFS
1553
Orrstown Financial Services
Pennsylvania
$481K
WA
1554
Wambolt & Associates
Colorado
$481K +$104K +740 +28%
WIA
1555
Wealthstreet Investment Advisors
Texas
$480K -$11.2M -79,900 -96%
CFMC
1556
Curbstone Financial Management Corp
New Hampshire
$476K
HC
1557
Hatton Consulting
Arizona
$476K +$476K +3,400 New
GHA
1558
GW Henssler & Associates
Georgia
$475K +$197K +1,407 +71%
AWM
1559
Apollon Wealth Management
South Carolina
$474K +$27.2K +194 +6%
WQ
1560
Wealth Quarterback
New Jersey
$474K +$474K +3,383 New
GPA
1561
Garrison Point Advisors
California
$472K
CFS
1562
CRA Financial Services
New Jersey
$471K -$14.1K -101 -3%
CG
1563
Corundum Group
Colorado
$471K +$4.77K +34 +1%
AWCI
1564
Alpine Woods Capital Investors
New York
$470K
CC
1565
Capital Counsel
New York
$469K -$23.1K -165 -5%
PIA
1566
Perennial Investment Advisors
California
$468K -$21.4K -153 -4%
CCT
1567
Chemung Canal Trust
New York
$467K
MF
1568
Manchester Financial
California
$467K +$4.07K +29 +0.9%
FMB
1569
Field & Main Bank
Kentucky
$466K
HPWM
1570
Highland Private Wealth Management
Washington
$466K +$6.45K +46 +1%
SIC
1571
Shoker Investment Counsel
Ohio
$461K -$56.8K -406 -11%
CFN
1572
Cordasco Financial Network
Florida
$459K -$19.8K -141 -4%
ML
1573
McAdam LLC
Pennsylvania
$459K +$678 +5 +0.1%
FUBT
1574
First United Bank & Trust
Maryland
$457K -$15.1K -108 -3%
APG
1575
Abacus Planning Group
South Carolina
$455K -$20.1K -143 -4%