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IBM

2,338 hedge funds and large institutions have $65.2B invested in IBM in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,070 increasing their positions, 803 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.89B | Put options by funds: $1.95B

33% more repeat investments, than reductions

Existing positions increased: 1,070 | Existing positions reduced: 803

11% more funds holding in top 10

Funds holding in top 10: 28 → 31 (+3)

9% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 141

0.08% more ownership

Funds ownership: 56.05% → 56.13% (+0.08%)

1% less funds holding

Funds holding: 2,351 → 2,338 (-13)

3% less capital invested

Capital invested by funds: $67B → $65.2B (-$1.88B)

Holders
2,338
Holders Change
-13
Holders Change %
-0.55%
% of All Funds
36.88%
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
1,070
Reduced
803
Closed
141
Calls
$2.89B
Puts
$1.95B
Net Calls
+$934M
Net Calls Change
+$679M

Top Buyers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
+$435M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$189M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$152M
4
BlackRock
BlackRock
New York
+$149M
5
Charles Schwab
Charles Schwab
California
+$144M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$148M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$133M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
Morgan Stanley
Morgan Stanley
New York
-$115M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
2001
Verus Financial Partners
Virginia
$239K +$261 +2 +0.1%
JAG
2002
Journey Advisory Group
Kentucky
$239K +$240K +1,837 New
PFA
2003
Pathway Financial Advisors
Vermont
$238K -$11.6K -89 -5%
OPOWM
2004
One Plus One Wealth Management
Florida
$238K – – –
KIG
2005
Kowal Investment Group
Wisconsin
$238K +$3K +23 +1%
AC
2006
Apella Capital
Connecticut
$238K +$14.3K +110 +6%
MIM
2007
Miller Investment Management
Pennsylvania
$237K – – –
CPA
2008
Cardiff Park Advisors
California
$236K +$2.09K +16 +0.9%
BIP
2009
Blueprint Investment Partners
North Carolina
$236K +$123K +945 +100%
PFGIA
2010
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$253K -1,942 -52%
KIC
2011
Keating Investment Counselors
Florida
$234K – – –
TI
2012
Truepoint Inc
Ohio
$233K -$12.9K -99 -5%
BAM
2013
Boyar Asset Management
New York
$233K – – –
MAM
2014
Marotta Asset Management
Virginia
$231K +$231K +1,773 New
SFS
2015
Security Financial Services
Indiana
$230K – – –
ECAM
2016
East Coast Asset Management
Massachusetts
$229K – – –
DI
2017
DFPG Investments
Utah
$229K +$5.22K +40 +2%
SWM
2018
Scissortail Wealth Management
Oklahoma
$229K +$46.6K +357 +27%
TSWM
2019
Triangle Securities Wealth Management
North Carolina
$228K -$32K -245 -12%
GCA
2020
Gradient Capital Advisors
California
$228K -$10.2K -78 -4%
MWPCG
2021
Measured Wealth Private Client Group
New Hampshire
$227K -$105K -803 -32%
CWG
2022
Cornerstone Wealth Group
North Carolina
$227K -$68.1K -522 -23%
AF
2023
Apexium Financial
Texas
$227K – – –
DA
2024
Doliver Advisors
Texas
$227K +$3K +23 +1%
UH
2025
Unigestion Holding
Switzerland
$227K +$228K +1,745 New
79 80
81
82 83

IBM Hedge Fund Activity: Q1 2022 in Review

2,338 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2022, worth a combined $65.2B — down 2.8% from $67B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new IBM positions and 141 closed out — a net gain of 13 holders — while 1,070 added to existing stakes and 803 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $435M. The largest seller was Barclays, cutting an estimated $148M.

  • 2,338 institutional investors held IBM (IBM) as of Q1 2022, down from 2,351 in Q4 2021.
  • Funds reported $65.2B of IBM stock for Q1 2022, down 2.8% quarter-over-quarter.
  • 154 funds opened new IBM positions in Q1 2022 and 141 closed out, a net change of +13 holders.
  • The largest IBM buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $435M added.
  • The largest IBM seller in Q1 2022 was Barclays, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2022.