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 %
HL
1201
HeadInvest LLC
Maine
$905K +$196K +1,505 +28%
RPC
1202
Rossmore Private Capital
Connecticut
$904K +$69.6K +535 +8%
VCS
1203
Vaughan & Co Securities
New Jersey
$902K -$26.7K -205 -3%
CPC
1204
Congress Park Capital
New York
$899K +$32.5K +250 +4%
AIM
1205
Anchor Investment Management
South Carolina
$898K -$56.3K -433 -6%
LWANC
1206
Laurel Wealth Advisors (North Carolina)
North Carolina
$890K +$30K +231 +3%
DE
1207
Day & Ennis
Georgia
$889K -$30.2K -232 -3%
TPWA
1208
TRUE Private Wealth Advisors
Oregon
$889K +$137 +1 +0%
EWS
1209
Evergreen Wealth Solutions
Pennsylvania
$888K -$1.95K -15 -0.2%
MMHP
1210
Murphy Middleton Hinkle & Parker
Georgia
$886K +$3.38K +26 +0.4%
BG
1211
Bahl & Gaynor
Ohio
$886K +$91K +700 +11%
FFBTD
1212
First Financial Bank - Trust Division
Ohio
$886K +$202K +1,558 +30%
BMC
1213
Benin Management Corp
Connecticut
$885K +$39K +300 +5%
AL
1214
Aspiriant LLC
California
$882K -$51.2K -394 -5%
CCG
1215
Coastwise Capital Group
California
$878K +$878K +6,750 New
MIH
1216
Meitav Investment House
Israel
$877K -$262 -2 -0%
KMWM
1217
Keudell/Morrison Wealth Management
Oregon
$877K +$190K +1,461 +28%
MSFS
1218
Main Street Financial Solutions
Pennsylvania
$876K +$112K +861 +15%
GRP
1219
Global Retirement Partners
California
$875K +$875K +6,541 New
LSA
1220
Lion Street Advisors
Texas
$873K -$7.55K -58 -0.9%
EL
1221
Essex LLC
Illinois
$870K +$117K +900 +16%
SCM
1222
SOL Capital Management
Maryland
$869K -$42.3K -325 -5%
FFA
1223
First Foundation Advisors
California
$869K +$77.8K +598 +10%
HCM
1224
Hodges Capital Management
Texas
$867K -$476K -3,664 -35%
OPS
1225
Orion Portfolio Solutions
Nebraska
$867K -$89.6K -689 -9%