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 %
OPOWM
1901
One Plus One Wealth Management
Florida
$223K +$223K +1,749 New
VCWA
1902
Vanguard Capital Wealth Advisors
Colorado
$222K +$222K +1,718 New
LSAG
1903
Lake Street Advisors Group
New Hampshire
$221K -$5.61K -44 -2%
EDRIA
1904
Edmonds Duncan Registered Investment Advisors
Kansas
$220K -$104K -816 -32%
Fiera Capital (Canada)
1905
Fiera Capital (Canada)
Quebec, Canada
$220K +$220K +1,371 New
BFIC
1906
Bedell Frazier Investment Counselling
California
$220K +$220K +1,726 New
MSE
1907
MUFG Securities EMEA
United Kingdom
$219K -$768K -6,035 -78%
TWM
1908
Trinity Wealth Management
Pennsylvania
$219K
CA
1909
Capital Advantage
California
$219K +$1.15K +9 +0.5%
WI
1910
Wintrust Investments
Illinois
$219K +$219K +1,720 New
MCP
1911
Mirador Capital Partners
California
$217K -$12.1K -95 -5%
BWA
1912
BlueSky Wealth Advisors
North Carolina
$217K
OC
1913
Oarsman Capital
Wisconsin
$216K -$16.8K -132 -7%
EAM
1914
Evanson Asset Management
California
$216K +$216K +1,692 New
SNB
1915
Security National Bank
Nebraska
$216K +$216K +1,692 New
FC
1916
Financial Consulate
Maryland
$216K +$216K +1,698 New
AFS
1917
Axiom Financial Strategies
Indiana
$215K -$29.6K -233 -12%
LB
1918
Legacy Bridge
Iowa
$215K +$53.4K +418 +33%
AIC
1919
Archer Investment Corporation
Indiana
$214K
PIMG
1920
Patriot Investment Management Group
Tennessee
$214K -$4.58K -36 -2%
GCP
1921
GSA Capital Partners
United Kingdom
$214K +$214K +1,678 New
RZH
1922
Relyea Zuckerberg Hanson
Connecticut
$213K -$99.8K -736 -32%
TCM
1923
Tradewinds Capital Management
Washington
$213K -$21.8K -171 -9%
GL
1924
Graypoint LLC
New York
$213K +$213K +1,672 New
TIM
1925
Total Investment Management
Arizona
$213K +$213K +2,006 New