2,277 hedge funds and large institutions have $62.5B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,049 increasing their positions, 796 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
-89
Holders Change %
-3.76%
% of All Funds
39.37%
Holding in Top 10
45
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-32.84%
% of All Funds
0.78%
New
106
Increased
1,049
Reduced
796
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$813M
Net Calls Change
+$692M
Name Holding Trade Value Shares
Change
Shares
Change %
DG
2001
DMC Group
Alabama
$228K +$24.2K +199 +12%
SWM
2002
Scissortail Wealth Management
Oklahoma
$228K +$49.1K +357 +27%
NQWM
2003
Northwest Quadrant Wealth Management
Oregon
$226K +$832 +7 +0.4%
RWM
2004
Rench Wealth Management
Texas
$226K +$2.85K +24 +1%
LDFR
2005
Lehman & Derafelo Financial Resources
Pennsylvania
$225K
SDIC
2006
South Dakota Investment Council
South Dakota
$224K -$5M -42,028 -96%
HSWM
2007
Hubbell Strickland Wealth Management
Louisiana
$224K
MWA
2008
Monograph Wealth Advisors
California
$224K +$1.31K +11 +0.6%
MAG
2009
MRA Advisory Group
New Jersey
$224K +$1.42K +12 +0.6%
HHGA
2010
Halbert Hargrove Global Advisors
California
$224K +$14.7K +124 +7%
WI
2011
WrapManager Inc
California
$223K -$20.5K -173 -8%
WFA
2012
Wade Financial Advisory
California
$222K -$36.5K -307 -14%
RRC
2013
Relaxing Retirement Coach
Massachusetts
$222K
SIC
2014
Sterling Investment Counsel
New York
$222K
BCM
2015
Beck Capital Management
Texas
$222K +$222K +1,868 New
SSC
2016
Syverson Strege & Co
Iowa
$221K -$22.3K -188 -9%
RDWM
2017
Red Door Wealth Management
Tennessee
$220K -$50.2K -424 -19%
MC
2018
Middleton & Co
Massachusetts
$220K -$11.9K -100 -5%
RPA
2019
Rock Point Advisors
Vermont
$220K -$2.38K -20 -1%
HCMG
2020
Howard Capital Management Group
California
$220K
SCI
2021
Stableford Capital II
Arizona
$220K
CW
2022
Cook Wealth
North Carolina
$220K
SFS
2023
Summit Financial Strategies
Ohio
$220K +$18.3K +154 +9%
JFGIW
2024
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219K -$23.5K -178 -10%
FBFS
2025
First Business Financial Services
Wisconsin
$219K +$13.9K +117 +7%