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 %
LCC
1851
Lincoln Capital Corp
Rhode Island
$245K -$6.62K -52 -3%
PWA
1852
Peterson Wealth Advisors
Utah
$245K +$245K +1,923 New
VWA
1853
V Wealth Advisors
Kansas
$244K -$124K -973 -34%
KIC
1854
Keating Investment Counselors
Florida
$243K
PG
1855
Patten Group
Tennessee
$242K +$127 +1 +0.1%
QCM
1856
Quest Capital Management
Texas
$241K -$14.4K -113 -6%
GTAM
1857
Global Trust Asset Management
Florida
$241K -$9.41K -74 -4%
BPB
1858
Badgley, Phelps & Bell
Washington
$241K +$241K +1,889 New
RPWA
1859
Regent Peak Wealth Advisors
Georgia
$240K +$9.39K +74 +4%
MC
1860
Machina Capital
France
$240K +$240K +1,883 New
CCM
1861
CAAS Capital Management
New York
$240K +$240K +1,883 New
BAM
1862
Boyar Asset Management
New York
$239K
RRA
1863
Round Rock Advisors
Connecticut
$239K +$255 +2 +0.1%
RG
1864
Renaissance Group
Kentucky
$239K +$4.34K +34 +2%
Credit Agricole
1865
Credit Agricole
France
$238K -$97.9K -768 -29%
RCM
1866
RB Capital Management
Nevada
$238K -$57.3K -450 -19%
TI
1867
Truepoint Inc
Ohio
$238K
CA
1868
Cortland Associates
Missouri
$238K
RFA
1869
Reilly Financial Advisors
California
$237K +$44.8K +352 +23%
C
1870
Certuity
Florida
$237K +$237K +1,859 New
RWM
1871
Rench Wealth Management
Texas
$236K +$3.06K +24 +1%
WCM
1872
WealthBridge Capital Management
Ohio
$235K +$19.6K +154 +9%
HFA
1873
High Falls Advisors
New York
$233K +$3.82K +30 +2%
EI
1874
Ellevest Inc
New York
$233K +$72.2K +568 +45%
FA
1875
Financial Advisors
Massachusetts
$232K -$6.62K -52 -3%