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 %
SWM
1351
Sugarloaf Wealth Management
Georgia
$645K -$32.4K -244 -5%
CCWA
1352
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$644K -$3.46K -26 -0.5%
BWA
1353
Burt Wealth Advisors
Maryland
$642K +$1.2K +9 +0.2%
CCFCSB
1354
Cape Cod Five Cents Savings Bank
Massachusetts
$640K +$12.2K +92 +2%
LFG
1355
Larson Financial Group
Missouri
$639K +$505K +3,801 +376%
TFS
1356
TrustCore Financial Services
Tennessee
$637K -$33.6K -253 -5%
WP
1357
WealthSource Partners
California
$636K -$48.6K -366 -7%
CYG
1358
Clean Yield Group
Vermont
$636K +$54.8K +413 +9%
FNBSF
1359
First National Bank Sioux Falls
South Dakota
$635K +$262K +1,973 +70%
W
1360
Wealthquest
Ohio
$634K +$37.6K +283 +6%
IIC
1361
Integrated Investment Consultants
Michigan
$633K +$116K +877 +23%
BST
1362
Bath Savings Trust
Maine
$632K +$56.6K +426 +10%
DDC
1363
DF Dent & Co
Maryland
$630K -$18.7K -141 -3%
TCM
1364
Telos Capital Management
California
$628K -$11.3K -85 -2%
LGA
1365
Lebenthal Global Advisors
New York
$627K -$554K -4,174 -47%
CCB
1366
Cutter & Co Brokerage
Missouri
$627K -$70.2K -529 -10%
BCM
1367
Becker Capital Management
Oregon
$626K +$19.4K +146 +3%
BRM
1368
Boston Research & Management
Massachusetts
$624K -$39.5K -298 -6%
IP
1369
Investment Partners
Ohio
$624K -$3.32K -25 -0.5%
UHC
1370
Union Heritage Capital
Michigan
$621K -$250K -1,882 -29%
BC
1371
Burleson & Co
California
$621K -$19K -143 -3%
JAM
1372
Jupiter Asset Management
United Kingdom
$621K +$621K +4,679 New
CL
1373
COWA LLC
Oklahoma
$619K +$7.3K +55 +1%
III
1374
Independent Investors Inc
New York
$618K
OIM
1375
Oder Investment Management
California
$618K +$59.9K +451 +11%