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 %
FOA
2001
Five Oceans Advisors
California
$265K +$265K +1,878 New
SIC
2002
Sterling Investment Counsel
New York
$265K +$265K +1,882 New
XF
2003
XML Financial
Maryland
$264K -$5.33M -37,679 -95%
RPA
2004
Rock Point Advisors
Vermont
$264K -$6.36K -45 -2%
MWA
2005
Monograph Wealth Advisors
California
$264K -$846 -6 -0.3%
AT
2006
American Trust
Kentucky
$264K +$22.6K +160 +9%
RRC
2007
Relaxing Retirement Coach
Massachusetts
$263K
AFAS
2008
Acorn Financial Advisory Services
Virginia
$263K +$565 +4 +0.2%
PIP
2009
Peachtree Investment Partners
Florida
$263K +$263K +1,866 New
LFA
2010
LifeGuide Financial Advisors
Pennsylvania
$262K -$3.81K -27 -1%
CRI
2011
Colonial River Investments
Virginia
$261K -$45.2K -320 -15%
NQWM
2012
Northwest Quadrant Wealth Management
Oregon
$261K -$7.99K -58 -3%
HCMG
2013
Howard Capital Management Group
California
$261K
KCFA
2014
Key Client Fiduciary Advisors
New Jersey
$260K
WFA
2015
WestHill Financial Advisors
California
$259K -$63.5K -450 -20%
UBV
2016
United Bank (Virginia)
Virginia
$259K -$42.2K -300 -14%
JFGIW
2017
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$259K -$19K -135 -7%
TIM
2018
Tortoise Investment Management
New York
$259K
PFA
2019
Pathway Financial Advisors
Vermont
$259K
FFMBT
2020
First Farmers & Merchants Bank Trust
Tennessee
$259K +$14.1K +100 +6%
VFP
2021
Verus Financial Partners
Virginia
$259K +$17.7K +139 +7%
FG
2022
Foster Group
Iowa
$259K +$29.8K +211 +13%
OPOWM
2023
One Plus One Wealth Management
Florida
$258K
PO
2024
Private Ocean
California
$258K +$71.1K +505 +38%
MIM
2025
Miller Investment Management
Pennsylvania
$257K