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 %
P
1001
Pitcairn
Pennsylvania
$1.25M -$35.3K -266 -3%
AF
1002
Advisornet Financial
Minnesota
$1.25M -$34K -256 -3%
LJAC
1003
L.J. Altfest & Co
New York
$1.25M -$9.17K -69 -0.7%
BP
1004
Ballentine Partners
Massachusetts
$1.24M +$8.5K +64 +0.7%
CQS
1005
Credential Qtrade Securities
$1.23M +$173K +1,299 +16%
NPA
1006
Nichols & Pratt Advisers
Massachusetts
$1.23M
FFS
1007
Founders Financial Securities
Maryland
$1.23M -$57.8K -435 -4%
CAG
1008
Csenge Advisory Group
Florida
$1.23M +$46.3K +338 +4%
FANJ
1009
Financial Architects (New Jersey)
New Jersey
$1.22M +$17.8K +134 +1%
BIM
1010
Baldwin Investment Management
Pennsylvania
$1.22M -$83.3K -627 -6%
HW
1011
Hancock Whitney
Mississippi
$1.22M -$174K -1,311 -12%
PTC
1012
Private Trust Company
Ohio
$1.22M +$11.4K +86 +0.9%
MFG
1013
MidWestOne Financial Group
Iowa
$1.22M +$125K +942 +11%
SB
1014
Simmons Bank
Arkansas
$1.21M +$98.4K +741 +9%
MWC
1015
MBM Wealth Consultants
Missouri
$1.21M
AWA
1016
Arete Wealth Advisors
Illinois
$1.21M +$68.7K +517 +6%
B
1017
Bailard
California
$1.2M +$2.13K +16 +0.2%
BHBT
1018
Burke & Herbert Bank & Trust
Virginia
$1.2M +$5.98K +45 +0.5%
AWM
1019
Apollon Wealth Management
South Carolina
$1.2M +$754K +5,676 +168%
MM
1020
Meridian Management
Arkansas
$1.2M
IBOK
1021
Independence Bank of Kentucky
Kentucky
$1.2M -$11.8K -89 -1%
CL
1022
Choreo LLC
Illinois
$1.2M +$90.7K +683 +8%
LF
1023
Lantz Financial
Illinois
$1.2M -$32.1K -242 -3%
DJSG
1024
D.J. St. Germain
Massachusetts
$1.2M -$14.5K -109 -1%
TAM
1025
Trust Asset Management
Texas
$1.2M +$80K +602 +7%