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 %
BFG
1951
Barber Financial Group
Kansas
$255K +$1.82K +14 +0.7%
MPW
1952
MA Private Wealth
California
$255K +$2.73K +21 +1%
TA
1953
TFG Advisers
Michigan
$255K +$5.2K +40 +2%
MF
1954
Meridian Financial
Massachusetts
$255K -$9.75K -75 -4%
NQWM
1955
Northwest Quadrant Wealth Management
Oregon
$254K +$911 +7 +0.4%
ACA
1956
Affinity Capital Advisors
California
$254K +$9.75K +75 +4%
CFA
1957
Compass Financial Advisors
Indiana
$253K +$33.5K +258 +15%
PPW
1958
Parcion Private Wealth
Washington
$253K +$253K +1,944 New
MC
1959
Middleton & Co
Massachusetts
$253K +$253K +1,948 New
WWA
1960
WC Walker & Associates
California
$252K
PWAG
1961
Polaris Wealth Advisory Group
California
$250K +$250K +1,943 New
BWA
1962
Blodgett Wealth Advisors
California
$249K
AIM
1963
Aspen Investment Management
Michigan
$249K
KOC
1964
Koss-Olinger Consulting
Florida
$249K +$130 +1 +0.1%
RPA
1965
Rock Point Advisors
Vermont
$249K +$3.12K +24 +1%
PCMC
1966
Private Capital Management (Colorado)
Colorado
$248K -$33.1K -255 -12%
BBW
1967
Blue Barn Wealth
Utah
$248K +$13.4K +103 +6%
NRI
1968
NFP Retirement Inc
California
$248K +$248K +1,904 New
HWM
1969
Horizon Wealth Management
Illinois
$247K +$1.82K +14 +0.7%
MLL
1970
Moody Lynn & Lieberson
Massachusetts
$247K +$247K +1,902 New
FA
1971
Faithward Advisors
Pennsylvania
$246K -$1.95K -15 -0.8%
BMCM
1972
Bryn Mawr Capital Management
Pennsylvania
$245K
HSWM
1973
Hubbell Strickland Wealth Management
Louisiana
$245K
LFA
1974
LifeGuide Financial Advisors
Pennsylvania
$245K +$2.99K +23 +1%
SEP
1975
Southland Equity Partners
Missouri
$245K