2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M
Name Market Value Shares Shares
Change
Shares
Change %
JBA
2001
Johnson Bixby & Associates
Washington
$210K 1,509
AWMG
2002
Alliance Wealth Management Group
New Jersey
$210K 1,430 +1,430 New
GAG
2003
GM Advisory Group
New York
$210K 1,431 +1,431 New
TCM
2004
Towercrest Capital Management
Pennsylvania
$210K 1,432 +1,432 New
CFG
2005
CKW Financial Group
Hawaii
$209K 1,423 -115 -7%
SEP
2006
Southland Equity Partners
Missouri
$208K 1,420 +1,420 New
WCF
2007
West Coast Financial
California
$208K 1,418 -312 -18%
MCA
2008
Mercer Capital Advisers
New Jersey
$208K 1,416
CWA
2009
Clearview Wealth Advisors
Oregon
$208K 1,416 +643 +83%
V
2010
VeraBank
Texas
$208K 1,415 +1,415 New
AA
2011
Auxano Advisors
Washington
$207K 1,414 +1,414 New
SFWA
2012
Summit Financial Wealth Advisors
Louisiana
$206K 1,402 -44,110 -97%
BHTS
2013
Bar Harbor Trust Services
Maine
$206K 1,400 +1,400 New
GSWM
2014
Golden State Wealth Management
California
$206K 1,403 +1,403 New
VCM
2015
Vivaldi Capital Management
Illinois
$205K 1,435 -30 -2%
PO
2016
Private Ocean
California
$204K 1,391 -85 -6%
SAG
2017
Spotlight Asset Group
Illinois
$204K 1,390 +1,390 New
MIM
2018
Moseley Investment Management
Florida
$204K 1,393 +1,393 New
NG
2019
Northstar Group
New York
$203K 1,383 -549 -28%
LFRG
2020
Lazard Frères Gestion
France
$203K 1,658 -300 -15%
FMTCOCP
2021
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$203K 1,383
CFD
2022
Creative Financial Designs
Indiana
$203K 1,385 +104 +8%
B
2023
Brightworth
Georgia
$203K 1,384 +1,384 New
RMAM
2024
Raab & Moskowitz Asset Management
New Jersey
$203K 1,384 +1,384 New
CTA
2025
Colonial Trust Advisors
South Carolina
$203K 1,387 +1,387 New