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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
WS
376
Wedbush Securities
California
$7.16M +$235K +1,790 +3%
GIM
377
Grassi Investment Management
California
$7.14M +$16.4K +125 +0.2%
HIMC
378
Heritage Investors Management Corp
Maryland
$7.09M -$124K -944 -2%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$7.08M +$341K +2,600 +5%
SIG
380
Sargent Investment Group
Maryland
$7.06M +$1.04M +7,895 +16%
FT
381
Fiduciary Trust
Massachusetts
$7.05M -$190K -1,445 -2%
CG
382
Cutler Group
California
$7.04M +$7.57M +57,669 +3,573%
BHWM
383
Bar Harbor Wealth Management
New Hampshire
$7.04M +$32.5K +248 +0.4%
RC
384
RegentAtlantic Capital
New Jersey
$7.01M -$262K -1,998 -3%
SEC
385
Seven Eight Capital
New York
$7.01M +$7.43M +56,595 +2,378%
NC
386
Nicholas Company
Wisconsin
$7M +$1.97K +15 +0%
IAA
387
Independent Advisor Alliance
North Carolina
$6.93M -$36.9K -281 -0.5%
GIA
388
GHP Investment Advisors
Colorado
$6.92M +$925K +7,049 +14%
NAM
389
NorthCrest Asset Manangement
Minnesota
$6.92M +$225K +1,716 +3%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$6.87M +$105K +800 +1%
WA
391
WealthTrust Axiom
Pennsylvania
$6.87M -$54.3K -414 -0.7%
CCM
392
Channing Capital Management
Illinois
$6.86M +$746K +5,684 +11%
APF
393
Alaska Permanent Fund
Alaska
$6.84M +$1.9M +14,471 +34%
MIM
394
Montgomery Investment Management
Maryland
$6.84M +$11.8K +90 +0.2%
AOWM
395
Alpha Omega Wealth Management
Virginia
$6.83M -$67.7K -516 -0.9%
KFP
396
Keystone Financial Planning
Ohio
$6.82M +$101K +769 +1%
WIC
397
Wilkins Investment Counsel
Massachusetts
$6.79M +$369K +2,810 +5%
Cerity Partners
398
Cerity Partners
New York
$6.79M -$148K -1,127 -2%
PFPT
399
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.76M -$3.68M -28,027 -33%
EI
400
Ethic Inc
New York
$6.73M +$161K +1,228 +2%

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.