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 %
WCM
676
Windward Capital Management
California
$2.74M +$10.8K +81 +0.4%
KWM
677
Kingsview Wealth Management
Oregon
$2.73M +$1.05M +7,896 +62%
DT
678
Diversified Trust
Tennessee
$2.7M +$241K +1,817 +10%
PA
679
Profund Advisors
Maryland
$2.69M +$204K +1,532 +8%
RT
680
Rockland Trust
Massachusetts
$2.69M -$66.7K -502 -2%
1WA
681
180 Wealth Advisors
Washington
$2.68M +$15.8K +114 +0.6%
MCM
682
Murphy Capital Management
New Jersey
$2.68M -$265K -1,996 -9%
HH
683
Hilltop Holdings
Texas
$2.68M +$356K +2,684 +15%
ECM
684
EagleClaw Capital Management
Massachusetts
$2.67M -$17.4K -131 -0.6%
PL
685
Parthenon LLC
Kentucky
$2.66M -$133K -998 -5%
ANTB
686
AMG National Trust Bank
Colorado
$2.65M -$3.9M -29,349 -60%
VFM
687
Viking Fund Management
North Dakota
$2.64M
PT
688
Plimoth Trust
Massachusetts
$2.63M -$176K -1,323 -6%
KFP
689
KMG Fiduciary Partners
Ohio
$2.62M +$426K +3,205 +19%
VCA
690
Verdence Capital Advisors
Maryland
$2.61M -$198K -1,487 -7%
CPA
691
Capital Planning Advisors
California
$2.61M -$61.8K -465 -2%
CCG
692
Cypress Capital Group
Florida
$2.61M +$28.4K +214 +1%
DF
693
Donoghue Forlines
Massachusetts
$2.6M +$12.6K +95 +0.5%
JG
694
Jefferies Group
New York
$2.59M +$2.59M +19,520 New
DAS
695
Dynamic Advisor Solutions
Arizona
$2.56M +$745K +5,611 +41%
HTC
696
Haverford Trust Company
Pennsylvania
$2.56M -$18.1M -135,969 -88%
VDI
697
Vaughan David Investments
Illinois
$2.54M -$72.9K -549 -3%
RHAM
698
Round Hill Asset Management
California
$2.53M -$38.9K -293 -2%
PFP
699
Pinnacle Financial Partners
Tennessee
$2.5M +$106K +800 +4%
SYBT
700
Stock Yards Bank & Trust
Kentucky
$2.49M +$200K +1,507 +9%