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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
DWM
451
Dorchester Wealth Management
Quebec, Canada
$5.42M +$110K +840 +2%
RI
452
RWWM Inc
California
$5.42M -$705K -5,370 -11%
APP
453
Avantax Planning Partners
Iowa
$5.35M +$282K +2,151 +5%
IF
454
Insight Folios
North Carolina
$5.33M +$410K +3,123 +7%
VDBMI
455
Van Den Berg Management I
Texas
$5.33M +$948K +7,226 +19%
MCM
456
Marathon Capital Management
Maryland
$5.3M -$13.9K -106 -0.2%
NC
457
NewSquare Capital
Pennsylvania
$5.27M +$865K +6,593 +17%
HC
458
Hourglass Capital
Texas
$5.27M -$17.7K -135 -0.3%
Voloridge Investment Management
459
Voloridge Investment Management
Florida
$5.27M +$5.82M +44,322 New
PP
460
Prudential plc
United Kingdom
$5.21M +$240K +1,830 +4%
SIA
461
Soltis Investment Advisors
Utah
$5.17M +$1.26M +9,610 +28%
TS
462
Third Security
Virginia
$5.17M +$3.28M +25,000 +135%
Two Sigma Investments
463
Two Sigma Investments
New York
$5.14M -$26.4M -201,433 -82%
AP
464
Americana Partners
Texas
$5.13M +$1.79M +13,626 +46%
ALAM
465
Asahi Life Asset Management
Japan
$5.1M -$242K -1,843 -4%
EAM
466
Eagle Asset Management
Florida
$5.09M +$9.84K +75 +0.2%
TFA
467
Toth Financial Advisory
Virginia
$5.07M +$124K +948 +2%
AC
468
Addenda Capital
Quebec, Canada
$5.06M +$5.59M +42,559 New
SPC
469
Sigma Planning Corp
Michigan
$5.01M -$154K -1,171 -3%
AIP
470
Ameritas Investment Partners
Nebraska
$4.99M +$132K +1,004 +2%
SC
471
Stolper & Co
Oklahoma
$4.96M +$216K +1,645 +4%
NEI
472
Northwest & Ethical Investments
Ontario, Canada
$4.96M +$1.05M +7,971 +24%
O
473
Ossiam
France
$4.94M -$5.78M -44,062 -51%
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$4.89M +$98.4K +750 +2%
XF
475
XML Financial
Maryland
$4.88M +$5.14M +39,164 +2,098%

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.