2,155 hedge funds and large institutions have $70.2B invested in IBM in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 966 increasing their positions, 747 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,155
Holders Change
-52
Holders Change %
-2.36%
% of All Funds
37.85%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.65%
New
102
Increased
966
Reduced
747
Closed
124
Calls
$3.25B
Puts
$2.71B
Net Calls
+$540M
Net Calls Change
+$602M
Name Holding Trade Value Shares
Change
Shares
Change %
V
401
Veritable
Delaware
$6.37M +$1.18M +8,891 +23%
MCM
402
Marathon Capital Management
Maryland
$6.36M +$58.6K +441 +0.9%
RWA
403
Ropes Wealth Advisors
Massachusetts
$6.33M -$241K -1,813 -4%
Dodge & Cox
404
Dodge & Cox
California
$6.33M -$69.5K -523 -1%
ClearBridge Investments
405
ClearBridge Investments
New York
$6.32M -$62.3M -469,184 -91%
PWP
406
Principle Wealth Partners
Connecticut
$6.31M -$120K -905 -2%
CIC
407
Cutler Investment Counsel
Oregon
$6.29M -$26.8K -202 -0.4%
X
408
Xponance
Pennsylvania
$6.28M -$584K -4,394 -9%
AIM
409
Achmea Investment Management
Netherlands
$6.23M +$439K +3,305 +8%
PCA
410
Providence Capital Advisors
North Carolina
$6.19M +$662K +4,983 +12%
HAG
411
HighPoint Advisor Group
Illinois
$6.17M +$70.4K +530 +1%
NMIMC
412
Northwestern Mutual Investment Management Company
Wisconsin
$6.09M +$449K +3,384 +8%
FA
413
Fagan Associates
New York
$6.08M -$146K -1,099 -2%
BIA
414
Barry Investment Advisors
Massachusetts
$6.07M -$34.1K -257 -0.6%
Simplex Trading
415
Simplex Trading
Illinois
$6.06M -$1.69M -12,060 -22%
RJT
416
Raymond James Trust
Florida
$6.04M +$18.2K +137 +0.3%
TRCT
417
Tower Research Capital (TRC)
New York
$6.02M -$3.67M -27,625 -38%
LS
418
Livforsakringsbolaget Skandia
Sweden
$5.97M -$319K -2,406 -5%
SAM
419
Sompo Asset Management
Japan
$5.96M -$866K -6,517 -13%
NB
420
Northwest Bancshares
Pennsylvania
$5.92M +$203K +1,531 +4%
BCM
421
Beddow Capital Management
Wyoming
$5.86M +$74.6K +562 +1%
TBA
422
Tower Bridge Advisors
Pennsylvania
$5.75M -$20.9K -157 -0.4%
CB
423
Cadence Bank
Mississippi
$5.75M +$329K +2,475 +6%
MFG
424
Monte Financial Group
Connecticut
$5.74M +$103K +774 +2%
HEIP
425
Hudson Edge Investment Partners
New Jersey
$5.73M +$369K +2,781 +7%