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 %
ARC
1851
Advisor Resource Council
Texas
$256K -$325K -2,441 -56%
LFA
1852
Legacy Financial Advisors
Kentucky
$256K -$5.84K -44 -2%
BWAM
1853
Boyd Watterson Asset Management
Ohio
$256K -$797 -6 -0.3%
PIA
1854
Powell Investment Advisors
Florida
$256K +$133 +1 +0.1%
DFG
1855
Demars Financial Group
Washington
$256K +$256K +1,929 New
AFAS
1856
Acorn Financial Advisory Services
Virginia
$255K -$98.8K -745 -28%
HC
1857
Hamilton Capital
Ohio
$255K +$255K +1,917 New
OPOWM
1858
One Plus One Wealth Management
Florida
$254K -$41.7K -314 -14%
QCM
1859
Quest Capital Management
Texas
$254K -$2.12K -16 -0.8%
RCM
1860
RB Capital Management
Nevada
$254K +$2.66K +20 +1%
BBW
1861
Blue Barn Wealth
Utah
$254K +$254K +1,911 New
MIM
1862
Miller Investment Management
Pennsylvania
$253K -$55K -414 -18%
GTAM
1863
Global Trust Asset Management
Florida
$252K -$257K -1,935 -51%
CT
1864
Columbia Trust
Oregon
$252K
PIMG
1865
Patriot Investment Management Group
Tennessee
$252K +$32.8K +247 +15%
FDCC
1866
Foster Dykema Cabot & Co
Massachusetts
$251K -$10.1K -76 -4%
RWM
1867
Rench Wealth Management
Texas
$251K +$2.92K +22 +1%
MFW
1868
Mosaic Family Wealth
Missouri
$251K +$251K +1,892 New
SAS
1869
Sanford Advisory Services
Michigan
$250K -$55.5K -418 -18%
KIC
1870
Keating Investment Counselors
Florida
$250K
BAM
1871
Boyar Asset Management
New York
$249K
BCB
1872
Brian C. Broderick
$249K
TI
1873
Truepoint Inc
Ohio
$248K
FA
1874
Fiducient Advisors
Illinois
$248K
CWG
1875
Cornerstone Wealth Group
North Carolina
$247K +$16.1K +121 +7%