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 %
SA
426
SRN Advisors
Pennsylvania
$5.71M +$361K +2,719 +7%
6M
427
6 Meridian
Kansas
$5.69M -$51.8K -390 -0.9%
WJWM
428
Williams Jones Wealth Management
New York
$5.67M +$43.8K +330 +0.8%
SBH
429
Segall Bryant & Hamill
Illinois
$5.67M -$107K -803 -2%
BS
430
Boenning & Scattergood
Pennsylvania
$5.65M +$232K +1,744 +4%
IIC
431
Ironwood Investment Counsel
Arizona
$5.65M +$212K +1,598 +4%
BFA
432
Bragg Financial Advisors
North Carolina
$5.62M +$223K +1,682 +4%
FSA
433
Financial Sense Advisors
California
$5.61M +$386K +2,907 +7%
Impax Asset Management Group
434
Impax Asset Management Group
United Kingdom
$5.61M +$10.8K +81 +0.2%
EOJOAM
435
E. Ohman J:or Asset Management
Sweden
$5.6M +$250K +1,883 +5%
BWL
436
Bogart Wealth LLC
Virginia
$5.58M +$399K +3,004 +8%
AIA
437
Allied Investment Advisors
Montana
$5.57M +$157K +1,182 +3%
SCA
438
Snowden Capital Advisors
New York
$5.56M +$97.2K +732 +2%
XF
439
XML Financial
Maryland
$5.54M +$5.12M +38,554 +1,229%
AIP
440
Ameritas Investment Partners
Nebraska
$5.52M +$250K +1,883 +5%
PWLP
441
Prio Wealth Limited Partnership
Massachusetts
$5.45M -$66.1K -498 -1%
DWM
442
Dorchester Wealth Management
Quebec, Canada
$5.43M +$260K +1,956 +5%
HA
443
Hamel Associates
New Jersey
$5.42M -$22.6K -170 -0.4%
GIM
444
Grassi Investment Management
California
$5.4M
WAM
445
Winslow Asset Management
Ohio
$5.39M +$30.8K +232 +0.6%
MSAM
446
Moloney Securities Asset Management
Missouri
$5.37M -$146K -1,102 -3%
SMI
447
Shelter Mutual Insurance
Missouri
$5.35M
TCOV
448
Trust Company of Vermont
Vermont
$5.33M -$161K -1,210 -3%
MA
449
MUFG Americas
New York
$5.28M -$112K -844 -2%
SWM
450
SeaCrest Wealth Management
New York
$5.28M +$6.51K +49 +0.1%