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 %
AWM
1626
Aberdeen Wealth Management
Illinois
$421K
AWM
1627
Altavista Wealth Management
North Carolina
$421K +$132K +941 +46%
SWA
1628
Sutton Wealth Advisors
Florida
$420K +$701 +5 +0.2%
SOAMC
1629
Spirit of America Management Corp
New York
$420K
PWA
1630
Physician Wealth Advisors
Utah
$420K +$420K +3,118 New
FPFS
1631
First Personal Financial Services
North Carolina
$419K -$26K -186 -6%
EN1L
1632
Engine No 1 LLC
California
$419K +$419K +2,987 New
MHIC
1633
Marble Harbor Investment Counsel
Massachusetts
$418K
FPCM
1634
Financial Partners Capital Management
New York
$416K -$14.7K -105 -3%
DA
1635
DSC Advisors
Illinois
$414K -$247K -1,762 -37%
CCA
1636
Column Capital Advisors
Indiana
$414K +$421 +3 +0.1%
KS
1637
Karpas Strategies
Connecticut
$413K
DSN
1638
D. Scott Neal
Kentucky
$412K -$16.4K -117 -4%
SAA
1639
Southeast Asset Advisors
Georgia
$411K -$3.09K -22 -0.7%
DIP
1640
DT Investment Partners
Pennsylvania
$410K -$583K -4,159 -59%
ER
1641
Enlightenment Research
Florida
$410K -$45K -321 -10%
VAS
1642
Valicenti Advisory Services
New York
$409K -$1.09M -7,757 -73%
FFA
1643
Fragasso Financial Advisors
Pennsylvania
$409K -$20K -143 -5%
S
1644
SimplyRich
California
$409K
DS
1645
DRW Securities
Illinois
$409K +$409K +2,920 New
OC
1646
Oakworth Capital
Alabama
$408K -$14.7K -105 -3%
SFG
1647
StrategIQ Financial Group
Indiana
$408K +$421 +3 +0.1%
GCP
1648
GSA Capital Partners
United Kingdom
$408K +$173K +1,230 +73%
TF
1649
TimeScale Financial
Massachusetts
$406K +$4.2K +30 +1%
WP
1650
WealthPLAN Partners
Nebraska
$406K +$49.3K +363 +14%