2,342 hedge funds and large institutions have $66.8B invested in IBM in 2021 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 545 increasing their positions, 1,454 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,342
Holders Change
+187
Holders Change %
+8.68%
% of All Funds
36.17%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.43%
New
341
Increased
545
Reduced
1,454
Closed
121
Calls
$2.61B
Puts
$2.35B
Net Calls
+$255M
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
801
Carroll Financial Associates
North Carolina
$1.94M +$168K +1,277 +10%
PCA
802
Personal Capital Advisors
California
$1.93M -$320K -2,393 -14%
AWA
803
Arete Wealth Advisors
Illinois
$1.93M +$691K +5,086 +56%
SFS
804
Sowell Financial Services
Arkansas
$1.93M +$45.3K +339 +2%
ZCM
805
Ziegler Capital Management
Illinois
$1.91M -$74.1K -554 -4%
QC
806
Quent Capital
New York
$1.91M +$1.91M +14,262 New
Federated Hermes
807
Federated Hermes
Pennsylvania
$1.9M -$193M -1,446,543 -99%
PFO
808
Pathstone Family Office
New Jersey
$1.9M -$977K -7,287 -34%
LWCFA
809
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.89M +$154K +1,156 +9%
VVP
810
Venture Visionary Partners
Ohio
$1.87M -$41.1K -308 -2%
TF
811
Tompkins Financial
New York
$1.87M -$109K -815 -6%
HI
812
Horizon Investments
North Carolina
$1.86M -$1.36M -10,283 -42%
GLA
813
Great Lakes Advisors
Illinois
$1.86M -$609K -4,559 -25%
SBL
814
Sargent Bickham Lagudis
Colorado
$1.86M -$54K -404 -3%
KA
815
Kovack Advisors
Florida
$1.86M +$176K +1,315 +10%
RWP
816
Ridgecrest Wealth Partners
California
$1.86M +$265K +1,983 +17%
HI
817
Hudock Inc
Pennsylvania
$1.86M -$168K -1,256 -8%
CA
818
CoreCap Advisors
Michigan
$1.85M +$1.85M +13,810 New
PTC
819
Philadelphia Trust Company
Pennsylvania
$1.85M -$159K -1,190 -8%
HIC
820
Holderness Investments Company
North Carolina
$1.82M -$158K -1,181 -8%
DAC
821
Dividend Assets Capital
South Carolina
$1.82M -$3.45M -25,836 -65%
VC
822
Vicus Capital
Pennsylvania
$1.82M +$1.82M +13,272 New
VFA
823
Valeo Financial Advisors
Indiana
$1.82M -$187K -1,400 -9%
EH
824
Equitable Holdings
New York
$1.82M +$35.7K +267 +2%
EF
825
Exeter Financial
Arizona
$1.82M -$87.5K -648 -5%