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 %
MPIA
1476
Mountain Pacific Investment Advisers
Idaho
$525K +$27.7K +209 +6%
H
1477
HoyleCohen
California
$523K
MA
1478
MCF Advisors
Kentucky
$523K +$15.3K +115 +3%
IFWM
1479
Institute for Wealth Management
Colorado
$522K -$9.83K -74 -2%
NFSG
1480
Newbridge Financial Services Group
Florida
$522K +$362K +2,723 +226%
CCMG
1481
Clark Capital Management Group
Pennsylvania
$521K -$19.8K -149 -4%
EHWM
1482
Eads & Heald Wealth Management
Georgia
$521K +$28.9K +218 +6%
TLP
1483
Trinity Legacy Partners
Texas
$518K -$52.5K -395 -9%
QPWM
1484
Quadrant Private Wealth Management
Pennsylvania
$517K -$41.7K -314 -7%
WDG
1485
Wealth Dimensions Group
Ohio
$517K
PCM
1486
Prelude Capital Management
New York
$516K -$509K -3,835 -50%
FPS
1487
Fieldpoint Private Securities
Connecticut
$516K -$10.8K -81 -2%
KFS
1488
Kurt F. Somerville
$516K
NCM
1489
New Capital Management
Texas
$516K +$516K +3,792 New
LFF
1490
Level Four Financial
Texas
$515K +$21.1K +159 +4%
CGH
1491
CMG Global Holdings
Texas
$512K -$174K -1,313 -25%
AWM
1492
Avior Wealth Management
Nebraska
$511K +$42.2K +310 +9%
GSEP
1493
Golden State Equity Partners
California
$509K -$15.9K -120 -3%
TFS
1494
Thoroughbred Financial Services
Tennessee
$508K +$11K +83 +2%
IAS
1495
Investment Advisory Services
Texas
$507K -$11.2K -84 -2%
CSPIA
1496
Cary Street Partners Investment Advisory
Virginia
$507K +$85.7K +645 +20%
KTA
1497
Keeley-Teton Advisors
Illinois
$507K +$507K +3,820 New
PJSIMP
1498
P.J. Schmidt Investment Management (PJS)
Wisconsin
$505K +$26.1K +215 +5%
WA
1499
Waverly Advisors
Alabama
$504K +$30.8K +268 +7%
PA
1500
Procyon Advisors
Connecticut
$503K -$28.1K -212 -5%