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 %
NJBEST
2026
New Jersey Better Educational Savings Trust
New Jersey
$202K 1,380 +1,380 New
RWA
2027
River Wealth Advisors
Pennsylvania
$201K 1,370 +1,370 New
SPP
2028
Single Point Partners
Massachusetts
$201K 1,374 +1,374 New
PS
2029
Portfolio Solutions
Michigan
$201K 1,396 +1,396 New
FIA
2030
Foundations Investment Advisors
Arizona
$201K 1,422 +1,422 New
WAOI
2031
Wealth Advisors of Iowa
Iowa
$200K 1,365 +1,365 New
LF
2032
Lee Financial
Texas
$199K 1,360 +622 +84%
CAGAS
2033
Capital Advisory Group Advisory Services
Minnesota
$198K 1,349 -14 -1%
JMF
2034
Johnson Midwest Financial
Iowa
$197K 1,346
CWC
2035
Carolinas Wealth Consulting
North Carolina
$196K 1,339 +15 +1%
PP
2036
Pacifica Partners
Canada
$195K 1,407 -264 -16%
BCA
2037
Berman Capital Advisors
Georgia
$194K 1,332 +474 +55%
ONST
2038
Old North State Trust
North Carolina
$194K 1,323 +855 +183%
APWA
2039
Atlas Private Wealth Advisors
New Jersey
$191K 1,300 +150 +13%
BDWM
2040
Brewin Dolphin Wealth Management
Ireland
$186K 1,270 -75 -6%
COCM
2041
Charter Oak Capital Management
New Hampshire
$180K 1,228 +1 +0.1%
CBT
2042
Central Bank & Trust
Kentucky
$177K 1,206
TI
2043
Truehand Inc
New Hampshire
$176K 1,202
HS
2044
Horan Securities
United States
$176K 1,200 +3 +0.3%
PFA
2045
Professional Financial Advisors
Nebraska
$171K 1,172 +172 +17%
NFSG
2046
Newbridge Financial Services Group
Florida
$169K 1,153 -97 -8%
CIA
2047
Cascade Investment Advisors
Oregon
$169K 1,150
POIA
2048
Pin Oak Investment Advisors
Texas
$168K 1,148
SSC
2049
Syverson Strege & Co
Iowa
$168K 1,146 +10 +0.9%
IFAM
2050
Institutional & Family Asset Management
Colorado
$163K 1,111 +5 +0.5%