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 %
Fisher Asset Management
551
Fisher Asset Management
Washington
$3.84M +$1.78M +13,411 +87%
CI
552
Cigna Investments
Connecticut
$3.82M -$65.1K -490 -2%
HSA
553
HBK Sorce Advisory
Pennsylvania
$3.79M -$318K -2,396 -8%
KA
554
Kintegral Advisory
New York
$3.77M
WT
555
Washington Trust
Rhode Island
$3.77M
BFS
556
Bard Financial Services
Connecticut
$3.76M
DA
557
Duality Advisers
Florida
$3.73M +$2.91M +21,911 +355%
BL
558
BCWM LLC
Kansas
$3.72M +$49.9K +376 +1%
CAM
559
Cubic Asset Management
Massachusetts
$3.72M -$13.3K -100 -0.4%
WSC
560
Wellington Shields & Co
New York
$3.71M +$14.2K +107 +0.4%
CAM
561
Cresset Asset Management
Illinois
$3.7M -$542K -4,082 -13%
HWAM
562
Hennion & Walsh Asset Management
New Jersey
$3.66M -$102K -766 -3%
EFS
563
Essex Financial Services
Connecticut
$3.66M +$758K +5,707 +26%
WSFS
564
Wilmington Savings Fund Society
Delaware
$3.65M -$24.2K -182 -0.7%
SWM
565
Spire Wealth Management
Virginia
$3.62M +$446K +3,357 +14%
VWM
566
Valley Wealth Managers
New Jersey
$3.62M +$34.5K +260 +1%
VRM
567
Vectors Research Management
New York
$3.61M +$138K +1,041 +4%
MNBTD
568
Moody National Bank Trust Division
Texas
$3.6M -$1.99K -15 -0.1%
RIG
569
Roosevelt Investment Group
New York
$3.6M +$664 +5 +0%
SWM
570
Selective Wealth Management
Virginia
$3.59M -$2.3M -17,283 -39%
LFAS
571
Level Four Advisory Services
Texas
$3.58M -$1.15M -8,660 -24%
HC
572
HNP Capital
New York
$3.57M +$100K +753 +3%
FPCG
573
Fort Pitt Capital Group
Pennsylvania
$3.57M -$1.38M -10,391 -28%
SA
574
Shilanski & Associates
Alaska
$3.57M +$116K +874 +3%
CMO
575
Covenant Multifamily Offices
Texas
$3.56M +$83.1K +607 +2%