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 %
IC
1976
Intersect Capital
California
$244K -$111K -859 -31%
CFFP
1977
Center for Financial Planning
Michigan
$244K -$17.5K -135 -7%
AAM
1978
Austin Asset Management
Texas
$244K
MWA
1979
Monograph Wealth Advisors
California
$244K +$244K +1,879 New
KFI
1980
Key Financial Inc
Pennsylvania
$243K
AFAS
1981
Acorn Financial Advisory Services
Virginia
$242K -$61.1K -469 -20%
FA
1982
FDx Advisors
Illinois
$242K -$32.6K -250 -12%
RRC
1983
Relaxing Retirement Coach
Massachusetts
$242K
RWM
1984
Rench Wealth Management
Texas
$242K +$3.13K +24 +1%
PTB
1985
Pioneer Trust Bank
Oregon
$241K
HCMG
1986
Howard Capital Management Group
California
$241K
BC
1987
Bridgefront Capital
Texas
$241K +$241K +1,853 New
KCFA
1988
Key Client Fiduciary Advisors
New Jersey
$240K -$25.1K -193 -9%
FIA
1989
Foundations Investment Advisors
Arizona
$240K -$1.52K -12 -0.6%
PCI
1990
Planning Center Inc
Illinois
$240K
PIA
1991
Powell Investment Advisors
Florida
$240K +$130 +1 +0.1%
EWM
1992
EPG Wealth Management
Georgia
$240K +$240K +1,843 New
TIM
1993
Tortoise Investment Management
New York
$239K
VFP
1994
Verus Financial Partners
Virginia
$239K +$252 +2 +0.1%
JAG
1995
Journey Advisory Group
Kentucky
$239K +$239K +1,837 New
PFA
1996
Pathway Financial Advisors
Vermont
$238K -$11.6K -89 -5%
OPOWM
1997
One Plus One Wealth Management
Florida
$238K
KIG
1998
Kowal Investment Group
Wisconsin
$238K +$2.99K +23 +1%
AC
1999
Apella Capital
Connecticut
$238K +$14.3K +110 +6%
MIM
2000
Miller Investment Management
Pennsylvania
$237K