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 %
PA
1576
Planning Alternatives
Michigan
$402K
PAS
1577
Professional Advisory Services
Florida
$402K
BFA
1578
Brendel Financial Advisors
New Hampshire
$402K
SRSA
1579
S.R. Schill & Associates
Washington
$400K
BMM
1580
Buffington Mohr McNeal
Idaho
$400K +$16.7K +131 +4%
AWA
1581
Acorn Wealth Advisors
Michigan
$400K +$51K +400 +15%
SM
1582
SG3 Management
Puerto Rico
$400K +$400K +3,138 New
GI
1583
Gradient Investments
Minnesota
$399K -$98.3K -772 -20%
NWA
1584
Navis Wealth Advisors
New York
$399K +$66.7K +523 +20%
MAM
1585
Martingale Asset Management
Massachusetts
$398K -$668K -5,239 -63%
IWS
1586
Insight Wealth Strategies
California
$398K +$18.3K +144 +5%
FFWM
1587
Future Financial Wealth Management
Ohio
$397K -$6.75K -53 -2%
PPP
1588
Private Portfolio Partners
New Jersey
$396K +$16.6K +130 +4%
OCM
1589
One Capital Management
California
$396K +$3.18K +25 +0.8%
GM
1590
GeoWealth Management
Illinois
$396K +$13.6K +107 +4%
CAM
1591
Campion Asset Management
Virginia
$396K +$396K +3,107 New
MCM
1592
Magnolia Capital Management
New York
$395K -$77.3K -607 -16%
CCG
1593
Chatham Capital Group
Georgia
$395K
FPCM
1594
Financial Partners Capital Management
New York
$391K +$46.6K +366 +14%
DSN
1595
D. Scott Neal
Kentucky
$390K -$12.6K -99 -3%
FFA
1596
Fragasso Financial Advisors
Pennsylvania
$390K +$7.64K +60 +2%
OSNBOA
1597
Old Second National Bank of Aurora
Illinois
$389K +$115K +899 +42%
WCAMG
1598
Woodard & Company Asset Management Group
North Carolina
$388K
WCM
1599
Whitener Capital Management
North Carolina
$388K
1IA
1600
1834 Investment Advisors
Wisconsin
$387K -$348K -2,731 -47%