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 %
W
1676
WealthOne
New York
$385K +$2.52K +18 +0.7%
CF
1677
Centaurus Financial
California
$385K +$58.4K +416 +18%
FMC
1678
First Merchants Corp
Indiana
$384K -$95.5K -682 -20%
LCM
1679
Liberty Capital Management
Michigan
$384K
SWA
1680
SOA Wealth Advisors
New York
$383K +$50.4K +360 +15%
SF
1681
Summit Financial
New Jersey
$383K +$383K +2,730 New
BOS
1682
Bank of Stockton
California
$382K -$1.4K -10 -0.4%
LCP
1683
Legacy Capital Partners
Wisconsin
$382K
JWBC
1684
J.W. Burns & Co
New York
$381K
WWM
1685
Windsor Wealth Management
Indiana
$380K -$92.9K -662 -20%
GF
1686
Gries Financial
Ohio
$380K
YIA
1687
YHB Investment Advisors
Connecticut
$379K +$6.59K +47 +2%
RWB
1688
RMR Wealth Builders
New Jersey
$378K -$131K -936 -26%
MCM
1689
MV Capital Management
Maryland
$378K -$40.6K -290 -10%
WI
1690
WrapManager Inc
California
$378K +$3.08K +22 +0.8%
BFPW
1691
BOK Financial Private Wealth
Colorado
$377K +$64.4K +460 +21%
AFAS
1692
Acorn Financial Advisory Services
Virginia
$374K +$280 +2 +0.1%
FG
1693
Foster Group
Iowa
$374K +$3.37K +24 +0.9%
HWM
1694
Hemington Wealth Management
Virginia
$374K +$14.6K +104 +4%
HWA
1695
Heartwood Wealth Advisors
Virginia
$374K +$374K +2,671 New
HAC
1696
Harbor Advisory Corp
New Hampshire
$373K
PCA
1697
Pallas Capital Advisors
Massachusetts
$371K +$170K +1,244 +84%
PWM
1698
Provident Wealth Management
Tennessee
$370K -$115K -819 -24%
AWS
1699
Arkfeld Wealth Strategies
Nebraska
$369K
SHGA
1700
Sand Hill Global Advisors
California
$369K +$17.2K +123 +5%