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 %
PCI
2026
Planning Center Inc
Illinois
$255K
PCG
2027
Private Capital Group
Connecticut
$253K -$310K -2,199 -55%
HIC
2028
Hartline Investment Corp
Illinois
$253K -$28.7K -228 -10%
BAM
2029
Boyar Asset Management
New York
$253K
CFO
2030
CVA Family Office
Colorado
$253K +$8.04K +57 +3%
TTWM
2031
TCV Trust & Wealth Management
Virginia
$253K +$253K +1,791 New
CWM
2032
Centric Wealth Management
Illinois
$252K -$221K -1,561 -47%
LC
2033
Lindbrook Capital
California
$251K -$33.8K -239 -12%
TDC
2034
Thompson Davis & Co
Virginia
$251K +$251K +1,776 New
SFS
2035
Security Financial Services
Indiana
$250K
TWM
2036
Triton Wealth Management
Arizona
$250K
ECAM
2037
East Coast Asset Management
Massachusetts
$249K
SC
2038
Schubert & Co
Texas
$249K +$10.2K +72 +4%
HHGA
2039
Halbert Hargrove Global Advisors
California
$249K +$249K +1,762 New
WA
2040
Wealthstream Advisors
New York
$248K -$86.3K -611 -26%
PCMC
2041
Private Capital Management (Colorado)
Colorado
$248K
GCA
2042
Gradient Capital Advisors
California
$248K +$705 +5 +0.3%
MCP
2043
Mirador Capital Partners
California
$248K +$2.12K +15 +0.9%
JSL
2044
JT Stratford LLC
Georgia
$248K +$19.3K +137 +8%
CWM
2045
Castle Wealth Management
Florida
$248K +$248K +1,756 New
SFS
2046
Stiles Financial Services
Minnesota
$247K +$1.98K +14 +0.8%
EFL
2047
ERn Financial LLC
Wisconsin
$246K +$23.3K +165 +10%
FA
2048
Financial Advisors
Massachusetts
$245K
PFP
2049
Paragon Financial Partners
California
$245K
PP
2050
Pegasus Partners
Wisconsin
$244K +$9.87K +70 +4%