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 %
GRP
1876
Global Retirement Partners
California
$232K +$8.54K +67 +4%
SIMM
1877
Stillwater Investment Management (Minnesota)
Minnesota
$231K -$19.7K -155 -8%
FA
1878
Faithward Advisors
Pennsylvania
$231K +$231K +1,807 New
WCF
1879
West Coast Financial
California
$231K +$231K +1,810 New
RAM
1880
Riggs Asset Management
Pennsylvania
$230K -$20.2K -159 -8%
HCMT
1881
Highland Capital Management (Tennessee)
Tennessee
$229K -$52.2K -410 -19%
EW
1882
Evoke Wealth
California
$229K -$12.8K -101 -5%
FTC
1883
Farmers Trust Company
Ohio
$229K +$229K +1,802 New
RF
1884
Rollins Financial
Georgia
$228K -$45.5K -358 -17%
SFG
1885
Sovereign Financial Group
Connecticut
$228K +$228K +1,787 New
CWA
1886
Carolina Wealth Advisors
South Carolina
$227K
SCM
1887
Salem Capital Management
Massachusetts
$227K +$13.3K +104 +6%
CI
1888
CX Institutional
Indiana
$227K +$29.1K +228 +15%
PWA
1889
Phoenix Wealth Advisors
North Carolina
$226K -$13.3K -105 -6%
PP
1890
Pacifica Partners
Canada
$226K +$226K +1,748 New
GA
1891
Gateway Advisory
New Jersey
$226K +$226K +1,776 New
SCI
1892
Stableford Capital II
Arizona
$225K
VCP
1893
Vista Capital Partners
Oregon
$225K +$1.14K +9 +0.5%
HF
1894
Halpern Financial
Virginia
$224K +$7.39K +58 +3%
LFRG
1895
Lazard Frères Gestion
France
$224K
VFM
1896
Vivid Financial Management
California
$224K +$2.04K +16 +0.9%
TWP
1897
Tempus Wealth Planning
California
$224K +$5.22K +41 +2%
BWM
1898
Birchcreek Wealth Management
Ohio
$223K +$2.93K +23 +1%
TA
1899
TFG Advisers
Michigan
$223K +$7.4K +58 +3%
WAM
1900
Wolverine Asset Management
Illinois
$223K +$196K +1,542 +717%