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.

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 Market Value Shares Shares
Change
Shares
Change %
JMF
2001
Johnson Midwest Financial
Iowa
$187K 1,346
CWC
2002
Carolinas Wealth Consulting
North Carolina
$187K 1,344 +5 +0.4%
FMTCOCP
2003
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$185K 1,332 -51 -4%
ONST
2004
Old North State Trust
North Carolina
$184K 1,323
APWA
2005
Atlas Private Wealth Advisors
New Jersey
$181K 1,300
PIM
2006
Platinum Investment Management
Australia
$179K 1,285 -209 -14%
SA
2007
SRH Advisors
Kansas
$178K 1,279 -1,097 -46%
CBT
2008
Central Bank & Trust
Kentucky
$168K 1,206
TI
2009
Truehand Inc
New Hampshire
$167K 1,202
SOW
2010
State of Wyoming
Wyoming
$167K 1,207 +767 +174%
PFA
2011
Professional Financial Advisors
Nebraska
$163K 1,172
SSC
2012
Syverson Strege & Co
Iowa
$161K 1,157 +11 +1%
WOSD
2013
WFA of San Diego
California
$161K 1,160 +1,160 New
CIA
2014
Cascade Investment Advisors
Oregon
$160K 1,150
POIA
2015
Pin Oak Investment Advisors
Texas
$159K 1,148
FFA
2016
Freedman Financial Associates
Massachusetts
$154K 1,106 +128 +13%
PP
2017
Pacifica Partners
Canada
$152K 1,107 -300 -21%
PK
2018
Pflug Koory
Nebraska
$149K 1,074
CWP
2019
Concord Wealth Partners
Virginia
$148K 1,063 -1,400 -57%
IFAM
2020
Institutional & Family Asset Management
Colorado
$148K 1,067 -44 -4%
HFA
2021
HC Financial Advisors
California
$139K 1,001
FGAM
2022
Financial Gravity Asset Management
Texas
$139K 2
VC
2023
Vestor Capital
Illinois
$139K 1,000
RDFA
2024
Ritter Daniher Financial Advisory
Ohio
$136K 980
SN
2025
Sittner & Nelson
Oregon
$135K 971