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 %
RWA
476
Ropes Wealth Advisors
Massachusetts
$5.7M -$12.5K -89 -0.2%
BFG
477
Berger Financial Group
Minnesota
$5.67M +$40.6K +288 +0.7%
RBC
478
Romano Brothers & Co
Illinois
$5.66M -$84.5K -600 -1%
AMBIA
479
Allen Mooney & Barnes Investment Advisors
Georgia
$5.63M +$9.44K +67 +0.2%
AC
480
Allstate Corporation
Illinois
$5.6M +$42.4K +301 +0.8%
AIM
481
Allstate Investment Management
Illinois
$5.6M +$5.6M +39,757 New
KWILP
482
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.59M +$5.59M +39,689 New
IMOV
483
Investment Management of Virginia
Virginia
$5.59M +$461K +3,274 +9%
SWM
484
SeaCrest Wealth Management
New York
$5.59M +$114K +812 +2%
CAM
485
Columbia Asset Management
Michigan
$5.58M +$137K +970 +3%
CCIA
486
Cherry Creek Investment Advisors
Colorado
$5.56M +$57.8K +410 +1%
MWM
487
Meridian Wealth Management
Kentucky
$5.5M +$1.07M +7,586 +24%
VPIM
488
Vanguard Personalized Indexing Management
California
$5.49M +$829K +5,882 +18%
MFA
489
Mayflower Financial Advisors
Massachusetts
$5.47M -$30K -213 -0.5%
EOJOAM
490
E. Ohman J:or Asset Management
Sweden
$5.47M -$42.3K -300 -0.8%
CCMINC
491
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.46M +$19.4K +138 +0.4%
PCM
492
Penserra Capital Management
California
$5.45M +$2.69M +19,135 +98%
SMI
493
Shelter Mutual Insurance
Missouri
$5.42M
DWM
494
Dorchester Wealth Management
Quebec, Canada
$5.4M -$1.03M -7,280 -16%
IC
495
IEQ Capital
California
$5.39M +$706K +5,014 +15%
TSS
496
Two Sigma Securities
New York
$5.38M -$1.17M -8,334 -18%
CCM
497
Coldstream Capital Management
Washington
$5.37M +$5.37M +38,125 New
TCM
498
Tufton Capital Management
Maryland
$5.36M +$222K +1,575 +4%
FTC
499
Farmers Trust Company
Ohio
$5.36M -$74.9K -532 -1%
SIA
500
Soltis Investment Advisors
Utah
$5.35M -$782K -5,554 -13%