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 %
RWP
1326
RWA Wealth Partners
Massachusetts
$705K +$28.2K +217 +4%
RG
1327
Retirement Group
California
$705K +$147K +2,614 +26%
KNW
1328
Kesler Norman & Wride
Utah
$704K +$3.77K +29 +0.5%
B
1329
Barings
North Carolina
$703K -$361K -2,782 -34%
LFA
1330
Legacy Financial Advisors
Kentucky
$703K +$439K +3,378 +167%
TFS
1331
TrustCore Financial Services
Tennessee
$699K +$19.1K +147 +3%
H
1332
HoyleCohen
California
$699K +$37.2K +286 +6%
CPA
1333
Cowen Prime Advisors
New York
$698K
CFA
1334
Capstone Financial Advisors
Illinois
$698K +$5.86K +45 +0.8%
BB
1335
Berkshire Bank
Massachusetts
$696K +$22.6K +174 +3%
ACS
1336
Archford Capital Strategies
Illinois
$695K +$144K +1,115 +26%
Los Angeles Capital Management
1337
Los Angeles Capital Management
California
$694K +$68.8K +529 +11%
WP
1338
WealthShield Partners
North Carolina
$691K -$488K -3,751 -41%
P
1339
Pitcairn
Pennsylvania
$691K -$465K -3,576 -40%
SWA
1340
SFMG Wealth Advisors
Texas
$690K -$12.9K -99 -2%
CBA
1341
Coastal Bridge Advisors
Connecticut
$690K +$3.12K +24 +0.5%
NCM
1342
NCM Capital Management
New Jersey
$689K -$39.6K -305 -5%
SIA
1343
Schechter Investment Advisors
Michigan
$689K +$217K +1,671 +46%
FBC
1344
Fairfield, Bush & Co
Connecticut
$687K +$13K +100 +2%
PCS
1345
Personal CFO Solutions
New Jersey
$686K -$211K -1,626 -24%
BWM
1346
BerganKDV Wealth Management
Minnesota
$685K -$63K -484 -8%
CWM
1347
Cranbrook Wealth Management
Michigan
$685K +$9.89K +76 +1%
BST
1348
Bath Savings Trust
Maine
$684K +$95.6K +735 +16%
AP
1349
Atwood & Palmer
Missouri
$683K -$70.9K -545 -9%
PMFA
1350
Plante Moran Financial Advisors
Michigan
$682K -$93.3K -718 -12%