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 %
CWM
1701
Cranbrook Wealth Management
Michigan
$326K +$55.4K +435 +20%
LC
1702
LCNB Corp
Ohio
$325K
SAM
1703
Strategy Asset Managers
California
$322K -$18.4K -144 -5%
GA
1704
Geller Advisors
New York
$321K +$44.5K +349 +16%
SHGA
1705
Sand Hill Global Advisors
California
$320K -$21K -165 -6%
AAP
1706
Aristotle Atlantic Partners
Florida
$320K
GAM
1707
Gould Asset Management
California
$320K +$320K +2,510 New
AIM
1708
Acropolis Investment Management
Missouri
$319K -$18.2K -143 -5%
SCM
1709
Silvant Capital Management
Georgia
$319K
RIM
1710
Rockbridge Investment Management
New York
$319K +$248K +1,941 +347%
CL
1711
CPWM LLC
Washington
$318K -$9.56K -75 -3%
TPA
1712
Trivium Point Advisory
Connecticut
$318K +$2.04K +16 +0.6%
HFAS
1713
Hummer Financial Advisory Services
Illinois
$318K +$6.61K +52 +2%
SG
1714
Stonnington Group
California
$318K +$318K +2,354 New
ACA
1715
Atlas Capital Advisors
Wyoming
$317K +$44.3K +348 +16%
SA
1716
SRH Advisors
Kansas
$316K +$637 +5 +0.2%
CWP
1717
Concord Wealth Partners
Virginia
$315K +$124K +976 +65%
MA
1718
Mezzasalma Advisors
New Jersey
$314K
KF
1719
Krilogy Financial
Missouri
$311K +$19.5K +153 +7%
RP
1720
Rowlandmiller & Partners
Georgia
$310K
CWP
1721
Capital Wealth Planning
Florida
$310K -$4.71K -37 -1%
BFWA
1722
Benchmark Financial Wealth Advisors
Florida
$310K -$3.06K -24 -1%
ACM
1723
Armbruster Capital Management
New York
$310K
MAM
1724
MMA Asset Management
Pennsylvania
$308K +$6.37K +50 +2%
CRI
1725
Colonial River Investments
Virginia
$308K +$9.29K +73 +3%