We are live on ! Find out more

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
SMI
501
Shelter Mutual Insurance
Missouri
$4.57M
KPWS
502
Kestra Private Wealth Services
Texas
$4.57M -$154K -1,173 -3%
SBH
503
Segall Bryant & Hamill
Illinois
$4.53M -$108K -820 -2%
Dodge & Cox
504
Dodge & Cox
California
$4.52M -$118K -900 -2%
BBHC
505
Brown Brothers Harriman & Co
New York
$4.51M -$2.94M -22,373 -37%
FTA
506
Financial & Tax Architects
Missouri
$4.51M +$277K +2,109 +6%
LFAS
507
Level Four Advisory Services
Texas
$4.49M +$216K +1,644 +5%
MA
508
MUFG Americas
New York
$4.47M -$52.5K -400 -1%
Lazard Asset Management
509
Lazard Asset Management
New York
$4.47M -$5.71M -43,520 -54%
CC
510
Cannell & Co
New York
$4.42M +$214K +1,630 +5%
TWC
511
TD Waterhouse Canada
Ontario, Canada
$4.41M -$2.43M -18,532 -36%
MSAM
512
Moloney Securities Asset Management
Missouri
$4.41M +$428K +3,265 +10%
CWM
513
C2C Wealth Management
Arizona
$4.4M -$11.8K -90 -0.3%
1SB
514
1ST Source Bank
Indiana
$4.4M +$27.6K +210 +0.6%
WAM
515
Winslow Asset Management
Ohio
$4.38M -$28.6K -218 -0.6%
NEAM
516
New England Asset Management
Connecticut
$4.37M +$410K +3,125 +9%
AI
517
AXS Investments
New York
$4.35M -$201K -1,530 -4%
TCM
518
Tufton Capital Management
Maryland
$4.33M -$26.6K -203 -0.6%
PWLP
519
Prio Wealth Limited Partnership
Massachusetts
$4.33M -$163K -1,242 -3%
IMOV
520
Investment Management of Virginia
Virginia
$4.33M +$397K +3,022 +9%
BIMC
521
Benson Investment Management Company
Virginia
$4.31M -$12.5K -95 -0.3%
BC
522
Bartlett & Co
Ohio
$4.27M +$96.6K +736 +2%
BCWM
523
Bartlett & Co Wealth Management
Ohio
$4.27M +$96.6K +736 +2%
GIM
524
Goelzer Investment Management
Indiana
$4.25M +$76.4K +582 +2%
NB
525
NBT Bank
New York
$4.24M +$33.9K +258 +0.7%

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.