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 %
JIP
851
Jaffetilchin Investment Partners
Florida
$1.74M +$99.6K +750 +6%
LWCFA
852
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.73M +$183K +1,381 +12%
GAA
853
Green Alpha Advisors
Colorado
$1.72M +$120K +905 +7%
MIAN
854
Mariner Independent Advisor Network
Kansas
$1.72M +$1.62K +12 +0.1%
UCMOK
855
United Capital Management of KS
Kansas
$1.71M +$15.3K +115 +0.9%
PH
856
Pinnacle Holdings
Oklahoma
$1.71M -$48.5K -365 -3%
SVWAG
857
Sound View Wealth Advisors Group
Georgia
$1.71M -$659K -4,964 -28%
ESB
858
Essex Savings Bank
Connecticut
$1.69M -$10.7K -80 -0.6%
BCM
859
Breiter Capital Management
Florida
$1.69M +$34.4K +259 +2%
SC
860
SRB Corp
Massachusetts
$1.68M
KA
861
Kovack Advisors
Florida
$1.68M +$120K +907 +8%
JWBC
862
John W. Bristol & Co
New York
$1.66M
EC
863
Estate Counselors
Wisconsin
$1.66M +$594K +4,477 +56%
Loomis, Sayles & Company
864
Loomis, Sayles & Company
Massachusetts
$1.66M +$11.8K +89 +0.7%
GFA
865
Gifford Fong Associates
California
$1.65M
CICI
866
Capital Investment Counsel Inc
North Carolina
$1.65M +$154K +1,156 +10%
DWM
867
Darwin Wealth Management
Florida
$1.65M -$8.77K -66 -0.5%
KIA
868
KCM Investment Advisors
California
$1.65M -$112K -847 -6%
MIC
869
Meridian Investment Counsel
California
$1.64M
HCM
870
Highlander Capital Management
New Jersey
$1.64M
AWM
871
Aries Wealth Management
Maine
$1.64M -$14K -105 -0.8%
MWM
872
Modera Wealth Management
New Jersey
$1.64M +$215K +1,617 +15%
ACP
873
Ashfield Capital Partners
California
$1.63M -$27.8K -209 -2%
Wealth Enhancement Advisory Services
874
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$365 +3 +0%
DAM
875
Derbend Asset Management
Georgia
$1.62M +$578K +4,354 +55%