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 %
SAM
1451
SignalPoint Asset Management
Missouri
$545K +$664 +5 +0.1%
RM
1452
Resource Management
Louisiana
$545K +$38.9K +293 +8%
CWP
1453
CFM Wealth Partners
Texas
$544K
BCFD
1454
Boit C.F. David
$542K +$28.6K +209 +6%
FNC
1455
First National Corp
Massachusetts
$541K -$19.6K -148 -4%
SMH
1456
Sanders Morris Harris
Texas
$541K
MCM
1457
Magnolia Capital Management
New York
$541K +$201K +1,516 +59%
CAM
1458
Cidel Asset Management
Ontario, Canada
$540K
NRA
1459
NSI Retail Advisors
Pennsylvania
$539K
CA
1460
CSM Advisors
Pennsylvania
$539K
MA
1461
MJP Associates
Connecticut
$539K +$3.98K +30 +0.7%
WC
1462
Whitney & Co
New York
$538K -$27.2K -205 -5%
HL
1463
HeadInvest LLC
Maine
$538K -$25.4K -191 -5%
CTFG
1464
Capstone Triton Financial Group
Oklahoma
$535K -$1.02M -8,321 -65%
RFP
1465
Roth Financial Partners
Texas
$535K
SC
1466
SouthState Corp
Florida
$533K -$107K -803 -17%
CWM
1467
Chesapeake Wealth Management
Virginia
$533K -$29.8K -224 -5%
CAN
1468
Claraphi Advisory Network
United States
$533K -$3.18K -24 -0.6%
FSC
1469
Full Sail Capital
Oklahoma
$532K
SMC
1470
Smith, Moore & Co
Missouri
$531K +$63.6K +479 +14%
QAM
1471
QCI Asset Management
New York
$531K +$188K +1,414 +55%
GWA
1472
GGM Wealth Advisors
Maryland
$529K -$61.7K -506 -10%
PWM
1473
Paulson Wealth Management
Illinois
$528K +$34.3K +258 +7%
ICP
1474
Interchange Capital Partners
Pennsylvania
$526K +$398 +3 +0.1%
ACM
1475
Allred Capital Management
Texas
$525K -$38.8K -292 -7%