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 %
CFGS
1026
Concourse Financial Group Securities
Alabama
$1.24M +$279K +2,142 +29%
DSC
1027
Duncker Streett & Co
Missouri
$1.24M -$128K -987 -9%
TC
1028
Trilogy Capital
California
$1.24M +$238K +1,832 +24%
LWM
1029
Laidlaw Wealth Management
New York
$1.24M +$2.6K +20 +0.2%
BP
1030
Ballentine Partners
Massachusetts
$1.23M +$3.77K +29 +0.3%
PGWM
1031
Parisi Gray Wealth Management
New Jersey
$1.22M -$7.41K -57 -0.6%
CCP
1032
Clarkston Capital Partners
Michigan
$1.22M
NIMI
1033
Natixis Investment Managers International
France
$1.22M +$1.22M +9,369 New
RA
1034
RFG Advisory
Alabama
$1.21M -$127K -974 -9%
TCOT
1035
Trust Company of Toledo
Ohio
$1.21M +$52.3K +402 +5%
FHA
1036
Flagship Harbor Advisors
Massachusetts
$1.21M +$154K +1,184 +15%
PWM
1037
Perigon Wealth Management
California
$1.2M +$55.4K +426 +5%
ORC
1038
O'Rourke & Company
Massachusetts
$1.19M -$26K -200 -2%
JAM
1039
Jupiter Asset Management
United Kingdom
$1.19M
CSIA
1040
Carl Stuart Investment Advisor
Texas
$1.19M +$1.19M +917 New
LRWA
1041
Long Run Wealth Advisors
New York
$1.19M +$74.1K +570 +7%
MFG
1042
MidWestOne Financial Group
Iowa
$1.19M +$18.4K +142 +2%
ZIG
1043
Zullo Investment Group
Pennsylvania
$1.18M +$54K +415 +5%
Koshinski Asset Management
1044
Koshinski Asset Management
Illinois
$1.18M +$11.7K +90 +1%
PIM
1045
Penobscot Investment Management
Massachusetts
$1.18M -$130K -1,000 -10%
HAM
1046
Hedges Asset Management
Nevada
$1.18M
WWM
1047
Western Wealth Management
Colorado
$1.18M +$805K +6,194 +215%
WE
1048
Wealth Effects
Massachusetts
$1.18M +$300K +2,309 +34%
NEWAS
1049
N.E.W. Advisory Services
Wisconsin
$1.18M -$378K -2,832 -24%
FAIM
1050
Financial Advocates Investment Management
Washington
$1.18M -$147K -1,128 -11%