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 %
OA
1451
Operose Advisors
Wisconsin
$570K +$570K +4,267 New
PWM
1452
Palumbo Wealth Management
New York
$569K -$18.6K -139 -3%
JE
1453
JMAC Enterprises
Pennsylvania
$568K +$568K +4,144 New
FCB
1454
First Command Bank
Texas
$567K -$26.1K -188 -4%
EP
1455
Edgestream Partners
New Jersey
$567K +$567K +4,242 New
CIA
1456
Choate Investment Advisors
Massachusetts
$566K -$154K -1,154 -21%
WLPWM
1457
Walled Lake Planning & Wealth Management
Illinois
$564K -$189K -1,414 -25%
CHC
1458
City Holding Co
West Virginia
$564K -$44.6K -364 -7%
PA
1459
PFG Advisors
Arizona
$564K -$21.1K -158 -4%
MG
1460
Mather Group
Illinois
$563K -$39.4K -295 -7%
SWMP
1461
Signature Wealth Management Partners
New Jersey
$563K -$30.1K -225 -5%
OIM
1462
Oder Investment Management
California
$561K -$61.1K -457 -10%
PG
1463
Patten Group
Tennessee
$560K +$283K +2,117 +102%
LIA
1464
LBMC Investment Advisors
Tennessee
$559K -$483K -3,612 -46%
CT
1465
Clearstead Trust
Maine
$559K -$25.7K -192 -4%
QCG
1466
Quadrant Capital Group
Ohio
$559K -$22.6K -169 -4%
EFSCE
1467
Enterprise Financial Services Corp (EFSC)
Missouri
$558K -$296K -2,213 -35%
BFM
1468
Boston Financial Management
Massachusetts
$558K -$25.3K -189 -4%
EGA
1469
E&G Advisors
Texas
$557K -$95.5K -715 -15%
CIC
1470
Cornercap Investment Counsel
Georgia
$556K -$120K -896 -18%
GWA
1471
GGM Wealth Advisors
Maryland
$556K -$22.3K -167 -4%
CCMG
1472
Clark Capital Management Group
Pennsylvania
$555K +$30.5K +228 +6%
FBT
1473
First Bankers Trust
Kentucky
$552K -$301K -2,251 -35%
TCMP
1474
Thrive Capital Management (Pennsylvania)
Pennsylvania
$551K -$494K -3,692 -47%
PJSIMP
1475
P.J. Schmidt Investment Management (PJS)
Wisconsin
$551K -$4.41K -33 -0.8%