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 %
CA
1801
Crewe Advisors
Utah
$267K
CNC
1802
Camden National Corporation
Maine
$267K +$267K +2,097 New
AWS
1803
AJ Wealth Strategies
New York
$266K +$127 +1 +0%
CL
1804
CIM LLC
New York
$266K +$266K +1,901 New
RIS
1805
Retirement Income Solutions
Michigan
$265K
AIM
1806
Aspen Investment Management
Michigan
$263K
AWM
1807
Altavista Wealth Management
North Carolina
$263K
ECAM
1808
East Coast Asset Management
Massachusetts
$262K +$1.91K +15 +0.7%
CWM
1809
Concentric Wealth Management
California
$262K +$9.69K +76 +4%
TAM
1810
Townsend Asset Management
North Carolina
$261K +$11K +86 +4%
CBOR
1811
Community Bank of Raymore
Missouri
$261K +$261K +2,050 New
KM
1812
Kalos Management
Georgia
$260K +$273 +2 +0.1%
MLFP
1813
MPS Loria Financial Planners
Illinois
$260K +$67.2K +528 +35%
WIA
1814
World Investment Advisors
California
$260K +$260K +1,867 New
RPA
1815
Rock Point Advisors
Vermont
$259K -$3.19K -25 -1%
NQWM
1816
Northwest Quadrant Wealth Management
Oregon
$259K +$766 +6 +0.3%
HFG
1817
Heron Financial Group
New York
$258K
KFI
1818
Key Financial Inc
Pennsylvania
$258K +$12.9K +101 +5%
LFA
1819
Landmark Financial Advisors
Kentucky
$258K +$26.5K +208 +11%
CWG
1820
Cornerstone Wealth Group
North Carolina
$258K +$258K +1,883 New
DPI
1821
Diversified Portfolios Inc
Michigan
$258K +$258K +2,028 New
NG
1822
Northstar Group
New York
$257K -$42.6K -335 -14%
SLA
1823
Silver Lake Advisory
Utah
$257K -$13.3K -104 -5%
PBO
1824
Peoples Bank (Ohio)
Ohio
$257K +$37.3K +293 +17%
BCB
1825
Brian C. Broderick
$256K -$20K -157 -7%