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 %
KM
2001
Kalos Management
Georgia
$236K -$1.38K -11 -0.6%
ACP
2002
Aveo Capital Partners
Colorado
$234K -$140K -1,051 -37%
FH
2003
FWG Holdings
Florida
$232K -$9.52K -69 -4%
FTC
2004
Farmers Trust Company
Ohio
$232K +$534 +4 +0.2%
DI
2005
DFPG Investments
Utah
$232K +$2.48K +19 +1%
PFP
2006
Paragon Financial Partners
California
$232K +$232K +1,732 New
FFMBT
2007
First Farmers & Merchants Bank Trust
Tennessee
$232K +$232K +1,735 New
TDC
2008
Thompson Davis & Co
Virginia
$232K +$232K +1,737 New
HIM
2009
Hanlon Investment Management
New Jersey
$231K -$137K -1,023 -37%
LDFR
2010
Lehman & Derafelo Financial Resources
Pennsylvania
$231K -$10.7K -80 -4%
TFP
2011
Triune Financial Partners
Kansas
$230K +$230K +1,724 New
HWM
2012
Hemington Wealth Management
Virginia
$230K -$107K -846 -32%
DIA
2013
Dana Investment Advisors
Wisconsin
$230K -$5.35K -40 -2%
AC
2014
Apella Capital
Connecticut
$230K +$25K +187 +12%
XS
2015
XR Securities
Illinois
$230K +$230K +1,719 New
VWA
2016
V Wealth Advisors
Kansas
$229K +$7.48K +56 +3%
CCA
2017
Cottonwood Capital Advisors
Utah
$229K +$229K +1,712 New
E
2018
ETFidea
New York
$227K +$227K +1,700 New
CG
2019
Corundum Group
Colorado
$227K -$277K -2,075 -55%
SCA
2020
STALEY CAPITAL ADVISERS
Pennsylvania
$227K -$10.3K -77 -4%
AF
2021
Apexium Financial
Texas
$227K +$227K +1,696 New
TA
2022
TKG Advisors
Indiana
$227K +$227K +1,700 New
CFA
2023
Compass Financial Advisors
Indiana
$226K +$226K +1,690 New
SB
2024
Strategic Blueprint
Georgia
$226K +$226K +1,690 New
AAS
2025
Annex Advisory Services
Wisconsin
$225K -$3.32M -24,838 -94%