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 %
HCM
1401
Hutchinson Capital Management
California
$597K
JPLA
1402
Joseph P. Lucia & Associates
New York
$597K +$41.7K +314 +8%
FMLI
1403
Fukoku Mutual Life Insurance
Japan
$597K +$98.6K +743 +20%
KCM
1404
Kendall Capital Management
Maryland
$595K -$138K -1,036 -19%
LWM
1405
Liberty Wealth Management
California
$595K
CHJWM
1406
Carlton Hofferkamp & Jenks Wealth Management
Texas
$594K +$12.4K +104 +2%
AWA
1407
Acorn Wealth Advisors
Michigan
$593K +$122K +918 +26%
SWMP
1408
Signature Wealth Management Partners
New Jersey
$590K
BCA
1409
Bay Colony Advisors
Massachusetts
$589K +$4.78K +36 +0.8%
TAM
1410
Trillium Asset Management
Massachusetts
$586K
MWPCG
1411
Measured Wealth Private Client Group
New Hampshire
$585K -$1.09M -8,196 -65%
DHFB
1412
Dixon Hubard Feinour & Brown
Virginia
$584K
WKWM
1413
Walter & Keenan Wealth Management
Indiana
$584K +$7.04K +53 +1%
KFA
1414
Krane Funds Advisors
New York
$584K +$12K +90 +2%
PWM
1415
Palumbo Wealth Management
New York
$583K +$6.5K +49 +1%
PA
1416
PFG Advisors
Arizona
$581K -$1.06K -8 -0.2%
CT
1417
Clearstead Trust
Maine
$581K
BFM
1418
Boston Financial Management
Massachusetts
$580K
CCM
1419
Carlson Capital Management
Minnesota
$578K -$47.7K -359 -8%
BWM
1420
BT Wealth Management
Georgia
$578K
QCG
1421
Quadrant Capital Group
Ohio
$578K +$38.1K +287 +7%
MIG
1422
McGuire Investment Group
Rhode Island
$574K +$23.8K +179 +4%
AW
1423
ACG Wealth
Georgia
$573K +$50.7K +382 +10%
TIA
1424
Tiemann Investment Advisors
California
$570K -$5.32K -40 -0.9%
CL
1425
CSS LLC
Illinois
$570K