2,366 hedge funds and large institutions have $71.5B invested in IBM in 2022 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 1,139 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,366
Holders Change
+36
Holders Change %
+1.55%
% of All Funds
40.01%
Holding in Top 10
67
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+116.13%
% of All Funds
1.13%
New
180
Increased
1,139
Reduced
734
Closed
114
Calls
$3.06B
Puts
$2.94B
Net Calls
+$121M
Net Calls Change
-$809M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
1026
Cobblestone Capital Advisors
New York
$1.39M +$149K +1,052 +12%
NIMI
1027
Natixis Investment Managers International
France
$1.39M +$63.8K +452 +5%
CWA
1028
Centennial Wealth Advisory
Michigan
$1.39M +$1.15M +8,163 +494%
BP
1029
Ballentine Partners
Massachusetts
$1.38M +$48K +340 +4%
WE
1030
Wealth Effects
Massachusetts
$1.38M +$102K +725 +8%
DCM
1031
Donaldson Capital Management
Indiana
$1.38M +$118K +836 +9%
RWM
1032
RKL Wealth Management
Pennsylvania
$1.38M +$8.75K +62 +0.6%
LWM
1033
Laidlaw Wealth Management
New York
$1.37M +$30.4K +215 +2%
AAS
1034
Ameritas Advisory Services
Nebraska
$1.37M -$27.3K -193 -2%
WPW
1035
Waldron Private Wealth
Pennsylvania
$1.37M +$162K +1,149 +13%
DWM
1036
Doyle Wealth Management
Florida
$1.37M -$12K -85 -0.9%
RIA
1037
Realta Investment Advisors
Delaware
$1.37M +$159K +1,128 +13%
QPBE
1038
Quintet Private Bank (Europe)
Luxembourg
$1.36M +$1.36M +10,206 New
DPIM
1039
Duff & Phelps Investment Management
Illinois
$1.36M
AUB
1040
Atlantic Union Bankshares
Virginia
$1.36M
NIM
1041
Northeast Investment Management
Massachusetts
$1.36M +$256K +1,813 +23%
TCOT
1042
Trust Company of Toledo
Ohio
$1.36M +$38.3K +271 +3%
WI
1043
Wahed Invest
New York
$1.35M -$134K -951 -9%
FFS
1044
Founders Financial Securities
Maryland
$1.35M -$31.5K -223 -2%
DSC
1045
Duncker Streett & Co
Missouri
$1.34M
BAM
1046
Brave Asset Management
New Jersey
$1.34M -$198K -1,400 -13%
RWM
1047
Ritholtz Wealth Management
New York
$1.34M +$283K +2,004 +27%
EFM
1048
E Fund Management
China
$1.34M -$20.5K -145 -2%
SFP
1049
Sandbox Financial Partners
Maryland
$1.34M -$19.1K -135 -1%
JAM
1050
Jupiter Asset Management
United Kingdom
$1.33M +$37.3K +264 +3%