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 %
XS
1951
XR Securities
Illinois
$203K +$203K +1,592 New
FRM
1952
Foundation Resource Management
Arkansas
$203K +$203K +1,594 New
PP
1953
Pegasus Partners
Wisconsin
$203K +$203K +1,596 New
22CM
1954
20/20 Capital Management
California
$202K +$202K +1,585 New
KWM
1955
Keebeck Wealth Management
Illinois
$202K +$202K +1,587 New
GKWIM
1956
Gerber Kawasaki Wealth & Investment Management
California
$202K +$202K +1,588 New
JBA
1957
Johnson Bixby & Associates
Washington
$201K -$17.8K -140 -8%
IR
1958
IAT Reinsurance
New York
$200K
AS
1959
Altshuler Shaham
Israel
$200K +$200K +1,569 New
BL
1960
Balentine LLC
Georgia
$200K +$200K +1,572 New
LAM
1961
Lountzis Asset Management
Pennsylvania
$200K
PIM
1962
Platinum Investment Management
Australia
$199K +$20.1K +158 +11%
PO
1963
Private Ocean
California
$197K -$20.4K -160 -9%
TLCM
1964
Twin Lakes Capital Management
California
$193K +$193K +1,516 New
SC
1965
Steph & Co
Wisconsin
$192K
MCA
1966
Mercer Capital Advisers
New Jersey
$189K
FNBOSM
1967
First National Bank of South Miami
Florida
$187K +$52.8K +414 +39%
CAM
1968
CenterStar Asset Management
Illinois
$185K -$633K
FMTCOCP
1969
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$184K -$26.4K -208 -13%
FMP
1970
Financial Management Professionals
Texas
$183K +$12.1K +95 +7%
CAGAS
1971
Capital Advisory Group Advisory Services
Minnesota
$182K +$84.1K +659 +86%
BDWM
1972
Brewin Dolphin Wealth Management
Ireland
$179K
JMF
1973
Johnson Midwest Financial
Iowa
$179K
CWC
1974
Carolinas Wealth Consulting
North Carolina
$176K +$2.29K +18 +1%
HCP
1975
Hexagon Capital Partners
Arkansas
$172K +$23K +181 +15%