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 %
EWP
1726
Engrave Wealth Partners
Texas
$331K
SC
1727
Slow Capital
California
$329K +$18.2K +137 +6%
PP
1728
PDS Planning
Ohio
$329K +$24.8K +187 +8%
MA
1729
Mezzasalma Advisors
New Jersey
$327K
LG
1730
LaFleur & Godfrey
Michigan
$326K
CWM
1731
Cranbrook Wealth Management
Michigan
$325K -$5.05K -38 -2%
TA
1732
TruWealth Advisors
Louisiana
$324K -$872K -6,560 -73%
AA
1733
Apriem Advisors
California
$324K
HI
1734
Hoey Investments
Pennsylvania
$324K +$48.6K +366 +18%
CSA
1735
Cottage Street Advisors
Massachusetts
$324K +$324K +2,436 New
ACM
1736
Armbruster Capital Management
New York
$323K
HCM
1737
Hengehold Capital Management
Ohio
$323K +$26.6K +200 +9%
TFF
1738
The Family Firm
Maryland
$322K -$61.7K -456 -16%
RIM
1739
Rockbridge Investment Management
New York
$322K +$265 +2 +0.1%
PB
1740
Pinnacle Bancorp
Nebraska
$322K +$6.78K +51 +2%
QTM
1741
qPULA Trading Management
New York
$320K -$334K -2,510 -51%
KA
1742
Klingman & Associates
New York
$320K -$2.39K -18 -0.7%
BMO
1743
Beck Mack & Oliver
New York
$320K
CCA
1744
Childress Capital Advisors
Texas
$320K +$1.86K +14 +0.6%
ACA
1745
Atlas Capital Advisors
Wyoming
$319K
RIS
1746
Retirement Income Solutions
Michigan
$316K +$22.1K +166 +8%
FAFN
1747
First Affirmative Financial Network
Colorado
$315K +$315K +2,368 New
KF
1748
Krilogy Financial
Missouri
$314K -$20.7K -156 -6%
VAG
1749
VisionPoint Advisory Group
Texas
$314K +$48.5K +410 +18%
TAM
1750
Tealwood Asset Management
Minnesota
$314K +$314K +2,362 New