2,330 hedge funds and large institutions have $65B invested in IBM in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,067 increasing their positions, 799 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
-12
Holders Change %
-0.51%
% of All Funds
36.87%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
154
Increased
1,067
Reduced
799
Closed
141
Calls
$2.88B
Puts
$1.95B
Net Calls
+$931M
Net Calls Change
+$676M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
1001
Forte Capital
New York
$1.29M
HBT
1002
Hills Bank & Trust
Iowa
$1.29M +$19.1K +147 +2%
AAP
1003
Arax Advisory Partners
Colorado
$1.29M +$1.3K +10 +0.1%
AAS
1004
Ameritas Advisory Services
Nebraska
$1.29M +$91.7K +705 +8%
LNWWM
1005
Laird Norton Wetherby Wealth Management
California
$1.28M +$27.8K +214 +2%
DWM
1006
Doyle Wealth Management
Florida
$1.27M -$101K -780 -7%
GCS
1007
Gordian Capital (Singapore)
Singapore
$1.27M
FFS
1008
Founders Financial Securities
Maryland
$1.27M +$113K +867 +10%
WDC
1009
Woodward Diversified Capital
California
$1.27M -$23.3K -179 -2%
VAS
1010
Vestmark Advisory Solutions
Massachusetts
$1.27M +$188K +1,449 +17%
CG
1011
Caprock Group
Idaho
$1.27M -$263K -2,025 -17%
CWM
1012
Cornerstone Wealth Management
Missouri
$1.27M +$19.2K +148 +2%
SEC
1013
Seven Eight Capital
New York
$1.26M +$1.26M +9,720 New
PWMAG
1014
Pinnacle Wealth Management Advisory Group
New Jersey
$1.26M -$44.2K -340 -3%
RWM
1015
RKL Wealth Management
Pennsylvania
$1.26M +$113K +871 +10%
SFG
1016
Summit Financial Group
West Virginia
$1.25M +$39K +300 +3%
AUB
1017
Atlantic Union Bankshares
Virginia
$1.25M -$378K -2,904 -23%
DPIM
1018
Duff & Phelps Investment Management
Illinois
$1.25M +$39K +300 +3%
AWM
1019
Ameliora Wealth Management
Switzerland
$1.25M +$538K +4,495 +75%
EFM
1020
E Fund Management
China
$1.25M +$114K +878 +10%
SFP
1021
Sandbox Financial Partners
Maryland
$1.25M +$127K +980 +11%
EIM
1022
Essex Investment Management
Massachusetts
$1.24M +$1.24M +9,571 New
CCT
1023
Capital City Trust
Florida
$1.24M +$44.3K +341 +4%
BFIM
1024
Beese Fulmer Investment Management
Ohio
$1.24M +$1.17K +9 +0.1%
FPS
1025
Fieldpoint Private Securities
Connecticut
$1.24M -$63.6K -489 -5%