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2,286 hedge funds and large institutions have $62.7B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,053 increasing their positions, 799 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.86B | Put options by funds: $2.05B

32% more repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 799

0.64% more ownership

Funds ownership: 56.65%57.29% (+0.64%)

4% less funds holding

Funds holding: 2,3752,286 (-89)

13% less capital invested

Capital invested by funds: $71.7B → $62.7B (-$9.03B)

33% less funds holding in top 10

Funds holding in top 10: 6745 (-22)

34% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 160

Holders
2,286
Holders Change
-89
Holders Change %
-3.75%
% of All Funds
39.38%
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
1,053
Reduced
799
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$815M
Net Calls Change
+$691M
Name Holding Trade Value Shares
Change
Change in
Stake
EMPI
351
Elo Mutual Pension Insurance
Finland
$8.03M -$438K -3,335 -5%
Westfield Capital Management
352
Westfield Capital Management
Massachusetts
$8.02M +$483K +3,684 +6%
Wealthfront Advisers
353
Wealthfront Advisers
California
$8M -$2.42M -18,448 -21%
MC
354
Moors & Cabot
Massachusetts
$7.94M -$28.2K -215 -0.3%
FCI
355
Financial Counselors Inc
Kansas
$7.91M +$60.4K +460 +0.7%
Two Sigma Advisers
356
Two Sigma Advisers
New York
$7.81M -$74.8M -570,000 -90%
BB
357
Bell Bank
North Dakota
$7.77M +$950K +7,236 +12%
PI
358
PineBridge Investments
New York
$7.75M +$2.97M +22,647 +53%
SMG
359
Spectrum Management Group
Indiana
$7.62M +$4.72M +35,969 +128%
ETC
360
Exchange Traded Concepts
Oklahoma
$7.59M +$620K +4,724 +8%
SPIA
361
Steward Partners Investment Advisory
New York
$7.57M +$192K +1,463 +2%
SAM
362
Sabadell Asset Management
Spain
$7.45M +$182K +1,387 +2%
BFS
363
Bradley Foster & Sargent
Connecticut
$7.45M +$406K +3,092 +5%
AI
364
Atria Investments
North Carolina
$7.39M +$174K +1,323 +2%
AG
365
Advocate Group
Minnesota
$7.36M +$534K +4,068 +7%
BPC
366
Banque Pictet & Cie
Switzerland
$7.35M +$6.17M +47,047 +317%
IG
367
ING Group
Netherlands
$7.34M -$34.5M -262,729 -81%
TCA
368
Transcend Capital Advisors
New Jersey
$7.33M -$503K -3,831 -6%
AWS
369
Atria Wealth Solutions
New York
$7.3M +$2.7M +20,548 +50%
CLOS
370
Compagnie Lombard Odier SCmA
Switzerland
$7.3M -$194K -1,480 -2%
CIA
371
Capital Investment Advisors
Georgia
$7.29M +$102K +781 +1%
GWM
372
Greenwich Wealth Management
Connecticut
$7.28M +$159K +1,209 +2%
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$7.25M +$256K +1,947 +3%
VIA
374
Vident Investment Advisory
Georgia
$7.23M +$2.17M +16,521 +34%
Man Group
375
Man Group
United Kingdom
$7.23M +$7.98M +60,845 New

IBM Hedge Fund Activity: Q3 2022 in Review

2,286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2022, worth a combined $62.7B — down 13% from $71.7B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of IBM and 106 opened new positions — a net loss of 54 holders — while 799 trimmed existing stakes and 1,053 added.

The largest buyer was Vanguard Group, adding an estimated $224M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 2,286 institutional investors held IBM (IBM) as of Q3 2022, down from 2,375 in Q2 2022.
  • Funds reported $62.7B of IBM stock for Q3 2022, down 13% quarter-over-quarter.
  • 106 funds opened new IBM positions in Q3 2022 and 160 closed out, a net change of -54 holders.
  • The largest IBM buyer in Q3 2022 was Vanguard Group, an estimated $224M added.
  • The largest IBM seller in Q3 2022 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.