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 %
WCM
1751
Windsor Capital Management
Arizona
$294K -$12.6K -99 -4%
KFGK
1752
Keystone Financial Group (Kentucky)
Kentucky
$294K +$35.8K +281 +14%
HR
1753
Hayden Royal
North Carolina
$294K +$294K +2,312 New
HCM
1754
Hengehold Capital Management
Ohio
$293K -$1.87M -14,675 -86%
SAS
1755
Sanford Advisory Services
Michigan
$293K -$13.4K -105 -4%
AWM
1756
AllSquare Wealth Management
New York
$292K +$16K +126 +6%
IC
1757
Inscription Capital
Texas
$291K
FFG
1758
Frisch Financial Group
New York
$290K +$13.6K +107 +5%
FMTC
1759
Farmers & Merchants Trust Company
California
$289K +$3.18K +25 +1%
MPW
1760
MA Private Wealth
California
$289K +$289K +2,268 New
SWP
1761
Summit Wealth Partners
Florida
$288K +$255 +2 +0.1%
CCA
1762
Catalyst Capital Advisors
New York
$288K
MWM
1763
Mattern Wealth Management
Kansas
$287K -$26.7K -209 -9%
PCA
1764
Private Capital Advisors
Connecticut
$287K
VAG
1765
VisionPoint Advisory Group
Texas
$286K -$116K -908 -29%
PIM
1766
Progressive Investment Management
Oregon
$286K +$286K +2,248 New
AA
1767
Apriem Advisors
California
$284K -$9.56K -75 -3%
BFPW
1768
BOK Financial Private Wealth
Colorado
$284K +$284K +2,233 New
BAIA
1769
Bel Air Investment Advisors
California
$283K +$283K +2,223 New
PIN
1770
Prudent Investors Network
California
$282K
TFA
1771
Trinity Financial Advisors
Ohio
$282K
GCA
1772
Gradient Capital Advisors
California
$281K -$20.9K -164 -7%
HFP
1773
Holistic Financial Partners
Indiana
$281K
WAM
1774
Winslow Asset Management
Ohio
$281K +$281K +2,208 New
BFG
1775
Bouchey Financial Group
New York
$280K