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 %
MF
1976
Meridian Financial
Massachusetts
$277K
ACA
1977
Affinity Capital Advisors
California
$276K +$564 +4 +0.2%
BAM
1978
Bosun Asset Management
Illinois
$276K +$276K +1,953 New
NRI
1979
NFP Retirement Inc
California
$275K +$6.64K +47 +2%
MC
1980
Middleton & Co
Massachusetts
$275K
PP
1981
PFS Partners
New Jersey
$274K -$3.81K -27 -1%
DI
1982
Disciplined Investments
Oklahoma
$273K -$35K -248 -11%
WCFA
1983
Walkner Condon Financial Advisors
Wisconsin
$273K -$8.18K -58 -3%
MAM
1984
Marotta Asset Management
Virginia
$272K +$22K +156 +9%
RBC
1985
Roble Belko & Company
Pennsylvania
$272K -$26K -184 -9%
CFA
1986
Compass Financial Advisors
Indiana
$272K -$3.54K -25 -1%
GEA
1987
Glen Eagle Advisors
New Jersey
$272K -$21K -149 -7%
BWA
1988
Blodgett Wealth Advisors
California
$271K
HWM
1989
Horizon Wealth Management
Illinois
$270K +$1.83K +13 +0.7%
MLL
1990
Moody Lynn & Lieberson
Massachusetts
$269K
EWM
1991
EPG Wealth Management
Georgia
$268K +$7.63K +54 +3%
PCA
1992
Pallas Capital Advisors
Massachusetts
$267K +$3.73K +29 +1%
LDFR
1993
Lehman & Derafelo Financial Resources
Pennsylvania
$267K +$22.8K +162 +9%
CAWM
1994
Capital Advisors Wealth Management
Washington
$267K +$49.3K +349 +23%
E
1995
ETFidea
New York
$267K +$26.8K +190 +11%
HSWM
1996
Hubbell Strickland Wealth Management
Louisiana
$266K
RWM
1997
Rench Wealth Management
Texas
$266K +$3.25K +23 +1%
MAG
1998
MRA Advisory Group
New Jersey
$266K +$266K +1,887 New
CFFP
1999
Center for Financial Planning
Michigan
$265K
VAG
2000
VisionPoint Advisory Group
Texas
$265K +$41.9K +316 +19%