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 %
CFD
1976
Creative Financial Designs
Indiana
$171K -$1.28K -10 -0.7%
LWA
1977
Lenox Wealth Advisors
New York
$169K +$11.9K +93 +8%
NFSG
1978
Newbridge Financial Services Group
Florida
$167K +$8.68K +68 +5%
SN
1979
Sittner & Nelson
Oregon
$164K +$3.06K +24 +2%
COCM
1980
Charter Oak Capital Management
New Hampshire
$164K +$24.5K +192 +18%
CBT
1981
Central Bank & Trust
Kentucky
$161K
TI
1982
Truehand Inc
New Hampshire
$160K -$20K -157 -11%
HS
1983
Horan Securities
United States
$160K
MHR
1984
Matthew Hamilton Rosenberg
$160K +$12.7K +162 +9%
MWP
1985
Meridian Wealth Partners
Pennsylvania
$156K +$12.8K +100 +9%
PK
1986
Pflug Koory
Nebraska
$155K +$11.9K +93 +8%
CIA
1987
Cascade Investment Advisors
Oregon
$153K -$6.62K -52 -4%
POIA
1988
Pin Oak Investment Advisors
Texas
$153K
KPCM
1989
Kings Point Capital Management
New York
$153K
APWA
1990
Atlas Private Wealth Advisors
New Jersey
$153K +$93.9K +738 +159%
SSC
1991
Syverson Strege & Co
Iowa
$151K +$1.53K +12 +1%
IFAM
1992
Institutional & Family Asset Management
Colorado
$147K -$65.9K -519 -31%
VC
1993
Vestor Capital
Illinois
$133K -$142K -1,114 -52%
HFA
1994
HC Financial Advisors
California
$133K
PFA
1995
Professional Financial Advisors
Nebraska
$133K
EWM
1996
Elmwood Wealth Management
California
$132K +$132K +1,039 New
RDFA
1997
Ritter Daniher Financial Advisory
Ohio
$131K -$26.7K -209 -17%
ICM
1998
Invenomic Capital Management
Massachusetts
$130K -$15.2K -119 -10%
OAJ
1999
Ogorek Anthony Joseph
New York
$128K
SFA
2000
Semmax Financial Advisors
North Carolina
$128K +$127 +1 +0.1%