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 %
VST
526
Van Strum & Towne
California
$4.26M -$31.2K -235 -0.7%
PGA
527
Portland Global Advisors
Maine
$4.21M +$53.5K +403 +1%
SWA
528
Stratos Wealth Advisors
Ohio
$4.2M +$93.8K +706 +2%
Members Trust
529
Members Trust
Florida
$4.19M +$37.9K +285 +0.9%
TFA
530
Toth Financial Advisory
Virginia
$4.19M -$314K -2,367 -7%
MCM
531
Mengis Capital Management
Oregon
$4.19M -$69.1K -520 -2%
RMC
532
Resources Management Corp
Connecticut
$4.18M -$105K -793 -2%
ACM
533
Argyle Capital Management
Pennsylvania
$4.17M +$20.9K +157 +0.5%
GWM
534
Geneos Wealth Management
Colorado
$4.14M -$76.7K -560 -2%
CNC
535
Canandaigua National Corp
New York
$4.12M +$504K +3,794 +14%
SCM
536
Schnieders Capital Management
California
$4.11M +$167K +1,261 +4%
BE
537
Bonness Enterprises
District of Columbia
$4.09M
IAA
538
Independent Advisor Alliance
North Carolina
$4.08M +$228K +1,715 +6%
KCPG
539
Kavar Capital Partners Group
Kansas
$4.05M -$3.72K -28 -0.1%
LC
540
Lavaca Capital
Texas
$4.04M +$347K +2,615 +9%
AOWM
541
Alpha Omega Wealth Management
Virginia
$4.02M -$709K -5,340 -15%
PAM
542
Premier Asset Management
Illinois
$3.92M +$1.29M +9,738 +49%
WIS
543
Wright Investors Service
Connecticut
$3.9M +$247K +1,862 +7%
PAM
544
Private Asset Management
California
$3.89M -$139K -1,046 -3%
BIM
545
Bridges Investment Management
Nebraska
$3.89M +$17.4K +131 +0.4%
NEAM
546
New England Asset Management
Connecticut
$3.89M +$139K +1,046 +4%
LI
547
Lafayette Investments
Maryland
$3.88M -$797 -6 -0%
WI
548
WBI Investments
New Jersey
$3.88M +$242K +1,821 +7%
MFA
549
Mayflower Financial Advisors
Massachusetts
$3.86M +$18.7K +138 +0.5%
CCM
550
Covington Capital Management
California
$3.84M +$312K +2,348 +9%