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 %
OBWP
1826
O'Brien Wealth Partners
Massachusetts
$256K +$17.1K +132 +7%
FDCC
1827
Foster Dykema Cabot & Co
Massachusetts
$255K -$174K -1,369 -41%
VFP
1828
Verus Financial Partners
Virginia
$255K -$72K -559 -22%
BOM
1829
Bank of Marin
California
$255K
BFG
1830
Barber Financial Group
Kansas
$255K +$2.68K +21 +1%
BIP
1831
Blueprint Investment Partners
North Carolina
$255K +$255K +2,004 New
FM
1832
Family Management
New York
$254K -$1.91K -15 -0.7%
IWA
1833
Inspirion Wealth Advisors
Illinois
$254K
GHA
1834
GW Henssler & Associates
Georgia
$253K -$21.6K -169 -8%
SMG
1835
Spectrum Management Group
Indiana
$253K
SFWC
1836
Strategic Family Wealth Counselors
New Jersey
$253K
NFG
1837
Nadler Financial Group
Illinois
$252K +$34.1K +267 +16%
HSWM
1838
Hubbell Strickland Wealth Management
Louisiana
$251K
MA
1839
MCF Advisors
Kentucky
$250K +$103K +809 +70%
DI
1840
Disciplined Investments
Oklahoma
$250K +$239K +1,876 +2,260%
NFP
1841
Narus Financial Partners
Utah
$250K +$250K +1,962 New
LDFR
1842
Lehman & Derafelo Financial Resources
Pennsylvania
$249K
TA
1843
Tectonic Advisors
Texas
$249K +$36.7K +288 +17%
SEIA
1844
Signature Estate & Investment Advisors
California
$248K -$185K -1,457 -43%
BWAM
1845
Boyd Watterson Asset Management
Ohio
$248K -$31.1K -244 -11%
FA
1846
Fiducient Advisors
Illinois
$248K +$10.1K +79 +4%
CF
1847
Clarity Financial
Texas
$248K +$248K +1,943 New
FCMT
1848
Founders Capital Management (Texas)
Texas
$247K +$29.9K +235 +14%
PIA
1849
Powell Investment Advisors
Florida
$246K +$128 +1 +0.1%
LB
1850
Leo Brokerage
Texas
$245K -$42.6K -334 -15%