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 %
NP
576
NorthRock Partners
Minnesota
$3.55M +$226K +1,785 +7%
HCM
577
Hodges Capital Management
Texas
$3.55M +$507K +3,814 +17%
AAS
578
Annex Advisory Services
Wisconsin
$3.52M +$259K +1,947 +8%
LNC
579
Lincoln National Corp
Pennsylvania
$3.52M +$166K +1,248 +5%
KL
580
KWMG LLC
Kansas
$3.52M +$190K +1,434 +6%
AAM
581
AR Asset Management
California
$3.51M
RG
582
Rathbones Group
United Kingdom
$3.51M -$286K -2,154 -8%
IRF
583
IBM Retirement Fund
New York
$3.51M +$7.57K +57 +0.2%
FCBT
584
First Citizens Bank & Trust
North Carolina
$3.49M -$26.6K -200 -0.8%
FWCM
585
Ferguson Wellman Capital Management
Oregon
$3.49M -$283K -2,128 -8%
FMWA
586
Forvis Mazars Wealth Advisors
Missouri
$3.48M +$216K +1,625 +7%
BB
587
Busey Bank
Illinois
$3.47M +$1.27M +9,578 +58%
FTA
588
Financial & Tax Architects
Missouri
$3.46M +$578K +4,355 +20%
SC
589
Searle & Co
Connecticut
$3.44M
ECM
590
Everence Capital Management
Indiana
$3.44M +$406K +3,054 +13%
AWA
591
Aaron Wealth Advisors
Illinois
$3.42M -$40.4K -304 -1%
Fayez Sarofim & Co
592
Fayez Sarofim & Co
Texas
$3.4M -$1.11M -8,322 -25%
BFEC
593
Benjamin F. Edwards & Company
Missouri
$3.4M -$397K -2,989 -10%
CC
594
Courier Capital
New York
$3.4M -$21K -158 -0.6%
FMBTD
595
First Midwest Bank Trust Division
Illinois
$3.39M +$47.7K +359 +1%
BWA
596
BDO Wealth Advisors
Florida
$3.38M -$77.8K -586 -2%
Credit Agricole
597
Credit Agricole
France
$3.38M +$1.6M +12,076 +90%
AAM
598
Augustine Asset Management
Florida
$3.36M -$60.3K -454 -2%
EWM
599
Evercore Wealth Management
New York
$3.34M +$21.5K +162 +0.6%
APSI
600
Asset Planning Services Inc
Louisiana
$3.34M +$531 +4 +0%