2,422 hedge funds and large institutions have $76.6B invested in IBM in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 930 increasing their positions, 903 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,422
Holders Change
+145
Holders Change %
+6.37%
% of All Funds
39.08%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.9%
New
279
Increased
930
Reduced
903
Closed
92
Calls
$3.56B
Puts
$3.23B
Net Calls
+$334M
Net Calls Change
-$480M
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
2001
Glen Eagle Advisors
New Jersey
$280K +$8.59K +61 +3%
EB
2002
Eastern Bank
Massachusetts
$280K -$10.7K -76 -4%
CRI
2003
Colonial River Investments
Virginia
$278K +$1.55K +11 +0.6%
AWS
2004
AJ Wealth Strategies
New York
$278K
WA
2005
Wealthstream Advisors
New York
$278K -$2.25K -16 -0.8%
M
2006
MOTCO
Texas
$278K -$23.1K -164 -8%
CAWM
2007
Capital Advisors Wealth Management
Washington
$276K +$1.13K +8 +0.4%
CBOR
2008
Community Bank of Raymore
Missouri
$276K
BOM
2009
Bank of Marin
California
$276K +$276K +1,958 New
PP
2010
PFS Partners
New Jersey
$276K +$1.83K +13 +0.7%
TWM
2011
Triton Wealth Management
Arizona
$275K +$4.86K +34 +2%
CB
2012
CNB Bank
Pennsylvania
$274K -$14.8K -105 -5%
CWM
2013
Calamos Wealth Management
Illinois
$274K
BO
2014
Bank OZK
Arkansas
$273K -$30.2K -214 -10%
PCI
2015
Planning Center Inc
Illinois
$273K +$13K +92 +5%
OCBCO
2016
Oversea-Chinese Banking Corp (OCBC)
Singapore
$273K +$273K +1,937 New
DCM
2017
Dupont Capital Management
Delaware
$272K -$26.3K -187 -9%
GHA
2018
GW Henssler & Associates
Georgia
$272K -$4.65K -33 -2%
NSB
2019
Norway Savings Bank
Maine
$272K
RWM
2020
Rench Wealth Management
Texas
$271K +$2.82K +20 +1%
HWM
2021
Horizon Wealth Management
Illinois
$271K +$271K +1,921 New
BWA
2022
Blodgett Wealth Advisors
California
$270K
GM
2023
GeoWealth Management
Illinois
$269K +$15.8K +112 +6%
NQWM
2024
Northwest Quadrant Wealth Management
Oregon
$269K +$845 +6 +0.3%
EFG
2025
Ethos Financial Group
Pennsylvania
$268K +$268K +1,902 New