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 %
CA
1751
Callahan Advisors
Texas
$314K +$314K +2,364 New
VWM
1752
Venturi Wealth Management
Texas
$313K -$17.8K -134 -5%
FAM
1753
Formidable Asset Management
Ohio
$312K
LCM
1754
Leisure Capital Management
California
$312K
ACP
1755
Aviance Capital Partners
Florida
$312K +$929 +7 +0.3%
SWP
1756
Summit Wealth Partners
Florida
$311K +$266 +2 +0.1%
BCM
1757
Boltwood Capital Management
California
$311K -$27.8K -209 -8%
HIC
1758
Hartline Investment Corp
Illinois
$311K
COCM
1759
Charter Oak Capital Management
New Hampshire
$311K +$140K +1,056 +82%
SRIM
1760
Saratoga Research & Investment Management
California
$309K
PAM
1761
Peak Asset Management
Colorado
$309K
FMTC
1762
Farmers & Merchants Trust Company
California
$308K -$6.79K -51 -2%
KOC
1763
Koss-Olinger Consulting
Florida
$308K -$664 -5 -0.2%
SFP
1764
Sterling Financial Planning
New Jersey
$307K -$33.2K -250 -10%
DW
1765
Domani Wealth
Pennsylvania
$307K +$266 +2 +0.1%
MCWS
1766
McKinley Carter Wealth Services
West Virginia
$306K -$41.7K -314 -12%
MPW
1767
MA Private Wealth
California
$306K +$2.52K +19 +0.8%
FMN
1768
Financial Management Network
California
$306K +$7.03K +51 +2%
VHAM
1769
Van Hulzen Asset Management
California
$306K +$41.5K +312 +16%
GCA
1770
Gradient Capital Advisors
California
$305K +$10.8K +81 +4%
GKWIM
1771
Gerber Kawasaki Wealth & Investment Management
California
$305K +$27.5K +208 +10%
C
1772
Certuity
Florida
$304K -$12.2K -92 -4%
PGAM
1773
Princeton Global Asset Management
New Jersey
$304K +$1.46K +11 +0.5%
BFWA
1774
Benchmark Financial Wealth Advisors
Florida
$302K -$20.6K -155 -6%
GDP
1775
Great Diamond Partners
Maine
$302K +$1.33K +10 +0.4%