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 %
AF
876
Allworth Financial
California
$1.62M +$129K +969 +9%
AP
877
Americana Partners
Texas
$1.62M +$1.62M +12,210 New
SFG
878
Snider Financial Group
Washington
$1.62M +$1.62M +13,556 New
WIC
879
Whitegate Investment Counselors
New Hampshire
$1.62M -$6.91K -52 -0.4%
CTA
880
Chesley Taft & Associates
Illinois
$1.61M +$231K +1,742 +17%
FL
881
Fort LP
Maryland
$1.61M -$167K -1,260 -9%
CFSG
882
Clark Financial Services Group
Missouri
$1.61M -$65.3K -492 -4%
SNBOSD
883
Security National Bank of So Dak
Iowa
$1.6M -$388K -2,919 -19%
Bank Julius Baer & Co
884
Bank Julius Baer & Co
Switzerland
$1.6M -$762K -5,741 -32%
AA
885
AlphaMark Advisors
Kentucky
$1.6M +$61.4K +462 +4%
CCM
886
Chilton Capital Management
Texas
$1.59M +$99.2K +747 +7%
4WM
887
44 Wealth Management
Oregon
$1.59M +$103K +778 +7%
RWP
888
Ridgecrest Wealth Partners
California
$1.59M +$48.6K +366 +3%
AA
889
Ancora Advisors
Ohio
$1.58M -$8.63K -65 -0.5%
AFG
890
Allegheny Financial Group
Pennsylvania
$1.58M -$1.06K -8 -0.1%
HVIA
891
Hudson Valley Investment Advisors
New York
$1.57M +$15.3K +115 +1%
CCG
892
Ceeto Capital Group
Florida
$1.57M +$15.1K +114 +1%
NEWAS
893
N.E.W. Advisory Services
Wisconsin
$1.56M +$165K +1,239 +12%
EF
894
Empirical Finance
Pennsylvania
$1.56M +$89.8K +676 +6%
AFP
895
Ausdal Financial Partners
Iowa
$1.56M +$159K +1,199 +11%
SFG
896
SevenBridge Financial Group
Pennsylvania
$1.55M -$25K -188 -2%
CNC
897
Citizens & Northern Corp
Pennsylvania
$1.55M -$24.8K -187 -2%
AIA
898
Affinity Investment Advisors
California
$1.54M +$78.1K +588 +5%
CC
899
Cypress Capital
Tennessee
$1.54M +$68.8K +518 +5%
CFA
900
Cahill Financial Advisors
Minnesota
$1.54M +$85.1K +641 +6%