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 %
CFGS
1176
Concourse Financial Group Securities
Alabama
$893K -$51K -384 -5%
TSS
1177
Two Sigma Securities
New York
$892K +$629K +4,735 +239%
LSPW
1178
Lake Street Private Wealth
Illinois
$887K -$22.8K -172 -3%
LWANC
1179
Laurel Wealth Advisors (North Carolina)
North Carolina
$887K -$15.9K -120 -2%
WFG
1180
Wills Financial Group
Virginia
$887K
FFA
1181
Founders Financial Alliance
North Carolina
$887K +$21.2K +160 +2%
CAC
1182
Certified Advisory Corp
Florida
$883K +$1.6K +12 +0.2%
MFG
1183
Merit Financial Group
Georgia
$883K +$145K +1,093 +20%
RPC
1184
Rossmore Private Capital
Connecticut
$881K
CCA
1185
Cobblestone Capital Advisors
New York
$879K -$17.4K -131 -2%
FSA
1186
Fort Sheridan Advisors
Illinois
$872K
SAM
1187
Summit Asset Management
Tennessee
$870K -$398 -3 -0%
KMWM
1188
Keudell/Morrison Wealth Management
Oregon
$869K -$90.2K -679 -9%
IWA
1189
IVC Wealth Advisors
Pennsylvania
$867K -$4.92K -37 -0.6%
YWP
1190
YorkBridge Wealth Partners
New York
$865K +$46.8K +352 +6%
TAM
1191
Todd Asset Management
Kentucky
$864K -$122K -916 -12%
SCM
1192
SOL Capital Management
Maryland
$864K -$6.91K -52 -0.8%
HSA
1193
Hussman Strategic Advisors
Maryland
$861K
FFA
1194
First Foundation Advisors
California
$861K +$37.6K +283 +5%
CT
1195
Coastline Trust
Rhode Island
$860K -$23.6K -178 -3%
NAS
1196
Nicolet Advisory Services
Wisconsin
$860K +$45.2K +340 +6%
SC
1197
Sawyer & Company
Massachusetts
$859K +$9.7K +73 +1%
JFL
1198
Jarislowsky, Fraser Ltd
Quebec, Canada
$858K -$27.7K -209 -3%
RFG
1199
Range Financial Group
Oregon
$856K +$14.1K +106 +2%
OPCM
1200
Osborne Partners Capital Management
California
$854K -$82K -617 -9%