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 %
VA
1301
Valmark Advisers
Ohio
$709K -$54K -407 -7%
PC
1302
Port Capital
Illinois
$708K -$18.2K -137 -3%
CWM
1303
Connecticut Wealth Management
Connecticut
$708K +$41.3K +311 +6%
MCM
1304
Manchester Capital Management
Vermont
$704K +$41.7K +314 +6%
SWA
1305
Sax Wealth Advisors
New Jersey
$699K +$2.92K +22 +0.4%
FAM
1306
Fenimore Asset Management
New York
$699K +$6.77K +51 +1%
SFI
1307
SPC Financial Inc
Maryland
$698K +$16.1K +121 +2%
GA
1308
GFS Advisors
Texas
$695K
DIM
1309
Delta Investment Management
California
$693K
ATWA
1310
Arbor Trust Wealth Advisors
Michigan
$693K +$2.66K +20 +0.4%
RBFC
1311
Roman Butler Fullerton & Co
Missouri
$693K +$6.26K +46 +0.9%
ANRIA
1312
American National Registered Investment Advisor
Texas
$692K -$265 -2 -0%
EMG
1313
ETF Managers Group
New Jersey
$690K +$62.9K +473 +10%
CAM
1314
CenterStar Asset Management
Illinois
$686K
TWM
1315
Tradition Wealth Management
Minnesota
$686K +$50.4K +379 +8%
CCM
1316
Coldstream Capital Management
Washington
$684K +$239K +2,055 +54%
WC
1317
Woodstock Corp
Massachusetts
$683K
BOH
1318
Bank of Hawaii
Hawaii
$682K -$330K -2,480 -33%
AIP
1319
Almanack Investment Partners
Pennsylvania
$682K -$42.1K -317 -6%
BIC
1320
Beach Investment Counsel
Pennsylvania
$681K
GD
1321
Grandfield & Dodd
New York
$680K +$27.8K +209 +4%
CHP
1322
Cable Hill Partners
Oregon
$680K +$49.4K +372 +8%
AL
1323
Aspiriant LLC
California
$679K -$93.3K -701 -12%
ATPW
1324
Ashton Thomas Private Wealth
Arizona
$679K +$31.3K +236 +5%
CPIA
1325
Cornell Pochily Investment Advisors
New York
$678K +$19.5K +147 +3%