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 %
WI
1676
WrapManager Inc
California
$341K -$360K -2,826 -51%
CM
1677
Cornerstone Management
Georgia
$340K -$3.44K -27 -1%
AFAS
1678
Acorn Financial Advisory Services
Virginia
$340K -$21.8K -171 -6%
CTB
1679
Country Trust Bank
Illinois
$339K -$13.6K -107 -4%
YIA
1680
YHB Investment Advisors
Connecticut
$339K +$2.68K +21 +0.8%
HAC
1681
Harbor Advisory Corp
New Hampshire
$339K +$73.8K +579 +28%
P
1682
&Partners
Tennessee
$339K +$113K +885 +50%
MCWS
1683
McKinley Carter Wealth Services
West Virginia
$337K +$13.3K +104 +4%
FG
1684
Foster Group
Iowa
$337K +$15.7K +123 +5%
WWM
1685
Western Wealth Management
Colorado
$336K +$66.3K +521 +25%
OCAM
1686
Onex Canada Asset Management
Ontario, Canada
$333K
MFS
1687
Mirabella Financial Services
United Kingdom
$332K -$5.14M -40,369 -94%
DW
1688
Domani Wealth
Pennsylvania
$331K -$145K -1,139 -30%
BCM
1689
Boltwood Capital Management
California
$331K -$20K -157 -6%
AC
1690
Apella Capital
Connecticut
$329K -$40.3K -316 -11%
GSIS
1691
Global Strategic Investment Solutions
Arizona
$329K +$5.98K +47 +2%
NS
1692
Newman & Schimel
Illinois
$329K +$329K +2,584 New
WDL
1693
Well Done LLC
Michigan
$328K -$1.02K -8 -0.3%
SP
1694
Successful Portfolios
Florida
$328K +$13.2K +104 +4%
FBB
1695
Fulton Breakefield Broenniman
Maryland
$327K -$197K -1,545 -38%
TW
1696
TrinityPoint Wealth
Connecticut
$327K -$179K -1,407 -35%
HWM
1697
Hemington Wealth Management
Virginia
$327K +$83.8K +658 +34%
NA
1698
Nottingham Advisors
New York
$326K -$13.4K -105 -4%
DA
1699
DCM Advisors
New York
$326K +$2.17K +17 +0.7%
TSWM
1700
Triangle Securities Wealth Management
North Carolina
$326K +$30.9K +242 +10%