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 %
VCP
1901
Vista Capital Partners
Oregon
$234K +$1.06K +8 +0.5%
DIA
1902
Dana Investment Advisors
Wisconsin
$234K +$21.8K +164 +10%
FMT
1903
First Mercantile Trust
Tennessee
$233K -$30.5K -230 -12%
EAM
1904
Evanson Asset Management
California
$233K -$2.5K -18 -1%
BWM
1905
Birchcreek Wealth Management
Ohio
$233K
ACA
1906
Aptus Capital Advisors
Alabama
$232K -$29.9K -225 -11%
FC
1907
Financial Consulate
Maryland
$232K -$3.32K -25 -1%
HCM
1908
Hollencrest Capital Management
California
$232K
VFM
1909
Vivid Financial Management
California
$232K +$398 +3 +0.2%
FH
1910
FWG Holdings
Florida
$232K +$1.06K +8 +0.5%
TP
1911
Tranquility Partners
Tennessee
$232K +$232K +1,749 New
FG
1912
Foster Group
Iowa
$231K -$124K -931 -35%
TNB
1913
Thomasville National Bank
Georgia
$231K -$96.5K -728 -29%
CWA
1914
Carolina Wealth Advisors
South Carolina
$231K
EDRIA
1915
Edmonds Duncan Registered Investment Advisors
Kansas
$229K
MSR
1916
Main Street Research
Connecticut
$229K +$16.1K +121 +8%
ASC
1917
Atalanta Sosnoff Capital
New York
$229K +$229K +1,727 New
SFWC
1918
Strategic Family Wealth Counselors
New Jersey
$228K -$36.4K -274 -14%
PMAM
1919
Penn Mutual Asset Management
Pennsylvania
$228K
TWM
1920
Trinity Wealth Management
Pennsylvania
$228K
KC
1921
Knuff & Co
California
$228K
AFS
1922
Axiom Financial Strategies
Indiana
$227K +$1.06K +8 +0.5%
KM
1923
Kalos Management
Georgia
$227K +$8.02K +67 +4%
DPI
1924
Diversified Portfolios Inc
Michigan
$227K +$11.4K +86 +5%
OWP
1925
Obermeyer Wealth Partners
Colorado
$227K +$227K +1,707 New