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 %
CPA
2001
Cardiff Park Advisors
California
$236K +$2.08K +16 +0.9%
BIP
2002
Blueprint Investment Partners
North Carolina
$236K +$118K +945 +100%
PFGIA
2003
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$253K -1,942 -52%
KIC
2004
Keating Investment Counselors
Florida
$234K
TI
2005
Truepoint Inc
Ohio
$233K -$12.9K -99 -5%
BAM
2006
Boyar Asset Management
New York
$233K
MAM
2007
Marotta Asset Management
Virginia
$231K +$231K +1,773 New
SFS
2008
Security Financial Services
Indiana
$230K
ECAM
2009
East Coast Asset Management
Massachusetts
$229K
DI
2010
DFPG Investments
Utah
$229K +$5.04K +40 +2%
SWM
2011
Scissortail Wealth Management
Oklahoma
$229K +$49.3K +357 +27%
TSWM
2012
Triangle Securities Wealth Management
North Carolina
$228K -$31.9K -245 -12%
GCA
2013
Gradient Capital Advisors
California
$228K -$10.1K -78 -4%
MWPCG
2014
Measured Wealth Private Client Group
New Hampshire
$227K -$104K -803 -32%
CWG
2015
Cornerstone Wealth Group
North Carolina
$227K -$67.9K -522 -23%
AF
2016
Apexium Financial
Texas
$227K
DA
2017
Doliver Advisors
Texas
$227K +$2.99K +23 +1%
UH
2018
Unigestion Holding
Switzerland
$227K +$227K +1,745 New
EA
2019
Echo45 Advisors
California
$226K -$56.3K -434 -20%
FFMBT
2020
First Farmers & Merchants Bank Trust
Tennessee
$226K
MCP
2021
Mirador Capital Partners
California
$226K +$19.5K +150 +9%
CFO
2022
CVA Family Office
Colorado
$226K +$79K +607 +54%
EW
2023
Evoke Wealth
California
$225K -$123K -946 -35%
PFP
2024
Paragon Financial Partners
California
$225K
LDFR
2025
Lehman & Derafelo Financial Resources
Pennsylvania
$225K