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 %
ANBT
2026
American National Bank & Trust
Texas
$85K
HWM
2027
HighMark Wealth Management
Minnesota
$85K +$1.02K +8 +1%
SFFS
2028
Stonehage Fleming Financial Services
Jersey
$84K
SC
2029
Sierra Capital
Florida
$82K +$82K +641 New
LJHT
2030
Laurie J. Hall Trustee
$81K -$32.6K -256 -29%
ACM
2031
AUA Capital Management
Pennsylvania
$80K
AIM
2032
Arcadia Investment Management
Michigan
$78K -$53.3K -418 -41%
ARIS
2033
Advanced Research Investment Solutions
California
$78K
CAM
2034
Close Asset Management
United Kingdom
$75K -$80.2K -627 -52%
AWM
2035
Activest Wealth Management
Florida
$75K +$75K +586 New
SAM
2036
S.A. Mason
Michigan
$74K +$5.35K +42 +8%
FWM
2037
Filbrandt Wealth Management
Wisconsin
$73K +$1.92K +15 +3%
CFO
2038
CVA Family Office
Colorado
$73K +$38.9K +305 +114%
SL
2039
Savior LLC
Massachusetts
$72K
WCM
2040
Wealthcare Capital Management
Virginia
$72K +$72K +563 New
FFC
2041
First Financial Corp
Indiana
$70K -$1.15K -9 -2%
SQA
2042
Simon Quick Advisors
New Jersey
$70K +$37.4K +294 +114%
PA
2043
Perennial Advisors
New York
$69K +$14.1K +110 +26%
RTC
2044
Riverview Trust Company
Washington
$68K -$8.04K -63 -11%
MG
2045
MilWealth Group
Wisconsin
$67.8K
NG
2046
NWK Group
California
$67K
AL
2047
ADE LLC
Maryland
$67K
AWM
2048
Accel Wealth Management
Iowa
$66K -$6.5K -51 -9%
ONST
2049
Old North State Trust
North Carolina
$62K +$35.3K +279 +132%
LWP
2050
Lumature Wealth Partners
Georgia
$62K +$62K +488 New