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 %
FFA
2001
Freedman Financial Associates
Massachusetts
$127K
LFG
2002
Larson Financial Group
Missouri
$125K +$127 +1 +0.1%
LAS
2003
Lloyd Advisory Services
Georgia
$124K -$4.21K -33 -3%
GAM
2004
Gemmer Asset Management
California
$123K -$357K -2,801 -74%
KLWA
2005
Kelly Lawrence W & Associates
California
$120K +$120K +941 New
1832 Asset Management
2006
1832 Asset Management
Ontario, Canada
$117K -$8.03M -63,344 -99%
SWP
2007
ShoreHaven Wealth Partners
New Jersey
$117K +$33.8K +267 +41%
T2I
2008
Turim 21 Investimentos
Brazil
$117K +$117K +917 New
GC
2009
Garde Capital
Washington
$117K +$117K +919 New
PP
2010
PrairieView Partners
Minnesota
$115K -$17.4K -136 -13%
HWA
2011
HHM Wealth Advisors
Tennessee
$115K +$39.7K +311 +53%
BCA
2012
Berman Capital Advisors
Georgia
$113K +$82K +651 +265%
BCM
2013
Blume Capital Management
California
$112K
JFA
2014
JNBA Financial Advisors
Minnesota
$108K -$6.75K -53 -6%
BG
2015
Bollard Group
Massachusetts
$107K
PG
2016
Proffitt & Goodson
Tennessee
$104K
MIFH
2017
Migdal Insurance & Financial Holdings
Israel
$103K +$20.1K +158 +24%
CWA
2018
Clearview Wealth Advisors
Oregon
$103K +$58.9K +463 +134%
FPB
2019
First PREMIER Bank
South Dakota
$102K +$1.27K +10 +1%
LF
2020
Lee Financial
Texas
$98K
VBCG
2021
Valley Brook Capital Group
Pennsylvania
$97K -$29K -229 -23%
BCMIO
2022
Beacon Capital Management Inc (Ohio)
Ohio
$97K
MWA
2023
Moser Wealth Advisors
Washington
$90K
WOC
2024
West Oak Capital
California
$89K +$2.05K +16 +2%
TFO
2025
Tarbox Family Office
California
$86K