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 %
SAI
1901
Systematic Alpha Investments
New Jersey
$273K -$3.09M -23,106 -92%
NFG
1902
Nadler Financial Group
Illinois
$273K +$12.2K +91 +5%
SG
1903
Stonnington Group
California
$272K -$165K -1,245 -38%
FFA
1904
Fragasso Financial Advisors
Pennsylvania
$272K -$119K -890 -30%
CAL
1905
Capital Analysts LLC
Pennsylvania
$272K -$118K -882 -30%
KCFA
1906
Key Client Fiduciary Advisors
New Jersey
$272K +$272K +2,036 New
MF
1907
Meridian Financial
Massachusetts
$272K +$272K +2,035 New
LFA
1908
Legacy Financial Advisors
Kentucky
$271K +$13K +97 +5%
AWS
1909
AJ Wealth Strategies
New York
$270K -$12.3K -92 -4%
MSR
1910
Main Street Research
Connecticut
$270K +$39.8K +298 +17%
AA
1911
Auxano Advisors
Washington
$270K +$63.9K +477 +31%
CFFP
1912
Center for Financial Planning
Michigan
$269K -$86.9K -650 -24%
EIA
1913
Eldridge Investment Advisors
New Hampshire
$268K -$17K -127 -6%
WWA
1914
WC Walker & Associates
California
$268K -$12.4K -92 -4%
WAAG
1915
Wealth Alliance Advisory Group
Kansas
$268K +$29.9K +224 +13%
WF
1916
WoodTrust Financial
Wisconsin
$268K +$268K +2,006 New
TSWM
1917
Triangle Securities Wealth Management
North Carolina
$267K -$28.3K -212 -10%
FVWA
1918
Foster Victor Wealth Advisors
South Carolina
$267K -$12.3K -92 -4%
PWA
1919
Phoenix Wealth Advisors
North Carolina
$266K +$28.3K +212 +12%
EAM
1920
Evanson Asset Management
California
$266K +$41.7K +312 +19%
MAM
1921
MMA Asset Management
Pennsylvania
$265K -$76.1K -569 -22%
JFGIW
1922
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K -$25.4K -190 -9%
CBOR
1923
Community Bank of Raymore
Missouri
$262K -$12K -90 -4%
VWA
1924
Visionary Wealth Advisors
Illinois
$262K +$262K +1,957 New
SEIA
1925
Signature Estate & Investment Advisors
California
$261K -$22.5K -168 -8%