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2,162 hedge funds and large institutions have $70.4B invested in IBM in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 970 increasing their positions, 749 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 970 | Existing positions reduced: 749

20% more call options, than puts

Call options by funds: $3.25B | Put options by funds: $2.71B

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

0.01% less ownership

Funds ownership: 59.29%59.28% (-0.01%)

5% less capital invested

Capital invested by funds: $73.9B → $70.4B (-$3.54B)

2% less funds holding

Funds holding: 2,2152,162 (-53)

18% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 125

Holders
2,162
Holders Change
-53
Holders Change %
-2.39%
% 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
970
Reduced
749
Closed
125
Calls
$3.25B
Puts
$2.71B
Net Calls
+$540M
Net Calls Change
+$609M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
2026
Institutional & Family Asset Management
Colorado
$148K -$6.15K -46 -4%
FGAM
2027
Financial Gravity Asset Management
Texas
$139K
HFA
2028
HC Financial Advisors
California
$139K
VC
2029
Vestor Capital
Illinois
$139K
RDFA
2030
Ritter Daniher Financial Advisory
Ohio
$136K
SN
2031
Sittner & Nelson
Oregon
$135K
SFA
2032
Semmax Financial Advisors
North Carolina
$134K -$4.14K -31 -3%
OAJ
2033
Ogorek Anthony Joseph
New York
$134K
WIA
2034
Wealthstreet Investment Advisors
Texas
$133K -$323K -2,416 -71%
LTI
2035
Laffer Tengler Investments
Tennessee
$132K +$133K +997 New
JEST
2036
JTC Employer Solutions Trustee
Jersey
$131K +$5.88K +44 +5%
NICM
2037
Neo Ivy Capital Management
New York
$131K +$140K +1,046 +1,175%
CG
2038
Cutler Group
California
$126K -$3.02M -22,612 -96%
KLWA
2039
Kelly Lawrence W & Associates
California
$125K
PA
2040
PSI Advisors
Florida
$125K +$126K +939 New
APC
2041
Aspire Private Capital
North Carolina
$124K -$8.69K -65 -7%
GAM
2042
Gemmer Asset Management
California
$124K +$1.87K +14 +2%
KA
2043
Kozak & Associates
Colorado
$123K +$144K +1,079 New
PP
2044
PrairieView Partners
Minnesota
$118K +$1.07K +8 +0.9%
BCM
2045
Blume Capital Management
California
$117K
HWA
2046
HHM Wealth Advisors
Tennessee
$116K
GWSG
2047
GPS Wealth Strategies Group
Colorado
$115K
LAS
2048
Lloyd Advisory Services
Georgia
$114K -$19.7K -147 -15%
MIFH
2049
Migdal Insurance & Financial Holdings
Israel
$114K -$12.3K -92 -10%
AIC
2050
Archer Investment Corporation
Indiana
$113K -$111K -833 -49%

IBM Hedge Fund Activity: Q3 2021 in Review

2,162 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2021, worth a combined $70.4B — down 4.8% from $73.9B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of IBM and 102 opened new positions — a net loss of 23 holders — while 749 trimmed existing stakes and 970 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $225M. The largest seller was American International Group, cutting an estimated $170M.

  • 2,162 institutional investors held IBM (IBM) as of Q3 2021, down from 2,215 in Q2 2021.
  • Funds reported $70.4B of IBM stock for Q3 2021, down 4.8% quarter-over-quarter.
  • 102 funds opened new IBM positions in Q3 2021 and 125 closed out, a net change of -23 holders.
  • The largest IBM buyer in Q3 2021 was Point72 Asset Management, an estimated $225M added.
  • The largest IBM seller in Q3 2021 was American International Group, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2021.