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 %
APC
1926
Aspire Private Capital
North Carolina
$212K -$117K -918 -36%
VCM
1927
Vivaldi Capital Management
Illinois
$212K -$40.5K -293 -16%
MPW
1928
Monterey Private Wealth
California
$212K +$212K +1,567 New
OFS
1929
Oldfather Financial Services
Nebraska
$212K +$212K +1,639 New
WFA
1930
Wade Financial Advisory
California
$211K -$7.88K -62 -4%
RCM
1931
Requisite Capital Management
Texas
$211K +$211K +1,654 New
W
1932
WealthStone
Ohio
$211K +$211K +1,661 New
AIG
1933
American International Group
New York
$210K -$15.2K -119,180 -7%
GIP
1934
Greatmark Investment Partners
Georgia
$210K -$9.28K -73 -4%
ME
1935
McIlrath & Eck
Washington
$210K +$20.4K +160 +11%
WF
1936
Williams Financial
Vermont
$209K +$209K +1,643 New
WAAG
1937
Wealth Alliance Advisory Group
Kansas
$209K +$209K +1,643 New
TWM
1938
Titus Wealth Management
California
$207K -$337K -2,641 -62%
GWSG
1939
GPS Wealth Strategies Group
Colorado
$207K -$126K -994 -38%
TF
1940
Trek Financial
Arizona
$207K -$7.76K -61 -4%
FCA
1941
FinTrust Capital Advisors
South Carolina
$207K +$25.5K +201 +14%
PCA
1942
Pallas Capital Advisors
Massachusetts
$206K +$206K +1,477 New
LK
1943
Lumbard & Kellner
New Hampshire
$206K +$206K +1,517 New
SCA
1944
STALEY CAPITAL ADVISERS
Pennsylvania
$206K +$206K +1,618 New
HWA
1945
HCR Wealth Advisors
California
$205K -$458K -3,597 -69%
CFG
1946
CKW Financial Group
Hawaii
$205K -$43.8K -344 -18%
AMG
1947
Asset Management Group
Connecticut
$205K +$205K +1,610 New
CT
1948
Columbia Trust
Oregon
$205K +$205K +1,612 New
SICM
1949
Sustainable Insight Capital Management
New York
$204K -$40K -314 -16%
RVPG
1950
Relative Value Partners Group
$204K +$204K +1,602 New