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 %
SFM
2026
Signet Financial Management
New Jersey
$225K -$125K -934 -36%
TWP
2027
Tempus Wealth Planning
California
$225K -$10.3K -77 -4%
CW
2028
Cook Wealth
North Carolina
$225K +$225K +1,642 New
FC
2029
Financial Consulate
Maryland
$224K -$9.62K -72 -4%
WCM
2030
Wedge Capital Management
North Carolina
$224K -$802 -6 -0.4%
RZH
2031
Relyea Zuckerberg Hanson
Connecticut
$224K +$17.6K +136 +9%
ACA
2032
Aptus Capital Advisors
Alabama
$223K -$10.3K -77 -4%
SLF
2033
Sun Life Financial
Ontario, Canada
$223K +$223K +1,669 New
AC
2034
Avestar Capital
New York
$222K -$51.8K -388 -19%
CWA
2035
Carolina Wealth Advisors
South Carolina
$222K -$10.2K -76 -4%
GDP
2036
Great Diamond Partners
Maine
$220K -$83.8K -629 -28%
TWM
2037
Trinity Wealth Management
Pennsylvania
$220K -$10.2K -76 -4%
AFS
2038
Axiom Financial Strategies
Indiana
$220K -$8.71K -65 -4%
OC
2039
Oarsman Capital
Wisconsin
$220K -$6.95K -52 -3%
NCM
2040
Noesis Capital Mangement
Florida
$219K -$51.1K -383 -19%
LA
2041
Latitude Advisors
Florida
$219K +$219K +1,636 New
BFA
2042
Bill Few Associates
Pennsylvania
$219K +$219K +1,641 New
SCI
2043
Stableford Capital II
Arizona
$218K -$10.1K -78 -4%
SFS
2044
Stiles Financial Services
Minnesota
$218K +$218K +1,683 New
FG
2045
Foster Group
Iowa
$217K -$15.3K -114 -7%
EDRIA
2046
Edmonds Duncan Registered Investment Advisors
Kansas
$217K -$10K -76 -4%
LCM
2047
Liberty Capital Management
Michigan
$217K -$10K -75 -4%
IAG
2048
Investment Advisory Group
Massachusetts
$217K +$217K +1,623 New
GPA
2049
Guerra Pan Advisors
New Jersey
$216K +$216K +1,613 New
LB
2050
Legacy Bridge
Iowa
$215K -$9.88K -74 -4%