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 %
FNBOSM
1776
First National Bank of South Miami
Florida
$302K +$15.4K +116 +5%
OFG
1777
Oxford Financial Group
Indiana
$300K -$191K -1,441 -39%
CCA
1778
Catalyst Capital Advisors
New York
$300K
PIM
1779
Progressive Investment Management
Oregon
$299K
KFGK
1780
Keystone Financial Group (Kentucky)
Kentucky
$297K +$133 +1 +0%
CWM
1781
Calamos Wealth Management
Illinois
$296K -$159K -1,201 -35%
BIP
1782
Blueprint Investment Partners
North Carolina
$296K +$43.3K +326 +17%
CI
1783
CX Institutional
Indiana
$295K +$8.24K +62 +3%
TSWM
1784
Triangle Securities Wealth Management
North Carolina
$294K -$20.1K -151 -6%
PCMC
1785
Private Capital Management (Colorado)
Colorado
$294K +$294K +2,215 New
IC
1786
Inscription Capital
Texas
$293K -$6.14M -46,186 -95%
HFP
1787
Holistic Financial Partners
Indiana
$293K
MLFP
1788
MPS Loria Financial Planners
Illinois
$292K +$1.33K +10 +0.5%
BFG
1789
Bouchey Financial Group
New York
$291K
MWM
1790
Mattern Wealth Management
Kansas
$291K
EWA
1791
Encompass Wealth Advisors
Oregon
$291K +$29.5K +223 +11%
TCM
1792
Tradewinds Capital Management
Washington
$291K +$69.4K +523 +31%
AWM
1793
AllSquare Wealth Management
New York
$290K -$31.3K -235 -10%
CCM
1794
Crossvault Capital Management
Texas
$290K
MGAM
1795
McGowan Group Asset Management
Texas
$290K +$531 +4 +0.2%
FRM
1796
Fox Run Management
Connecticut
$289K +$289K +2,176 New
MWM
1797
Marietta Wealth Management
Georgia
$288K +$288K +2,171 New
JFGIW
1798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K -$52.1K -392 -15%
SNB
1799
Security National Bank
Nebraska
$287K +$62.4K +470 +28%
CFN
1800
Cordasco Financial Network
Florida
$286K -$149K -1,123 -34%