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 %
DAS
501
Dynamic Advisor Solutions
Arizona
$5.29M +$694K +4,925 +15%
RAM
502
Riggs Asset Management
Pennsylvania
$5.28M +$323K +2,291 +7%
BBHC
503
Brown Brothers Harriman & Co
New York
$5.28M -$72.8K -517 -1%
BIA
504
Barry Investment Advisors
Massachusetts
$5.28M -$175K -1,242 -3%
CA
505
Cullinan Associates
Kentucky
$5.26M +$479K +3,401 +10%
Jane Street
506
Jane Street
New York
$5.25M -$54.8M -389,057 -91%
AP
507
Americana Partners
Texas
$5.25M -$841K -5,972 -14%
RB
508
Rodgers Brothers
Pennsylvania
$5.25M -$316K -2,242 -6%
CWP
509
Cyndeo Wealth Partners
Florida
$5.25M +$5.25M +37,234 New
SBH
510
Segall Bryant & Hamill
Illinois
$5.24M -$118K -837 -2%
AWAG
511
ARS Wealth Advisors Group
Florida
$5.22M +$4.9M +34,796 +1,555%
CIC
512
Carnegie Investment Counsel
Ohio
$5.21M +$214K +1,521 +4%
Lazard Asset Management
513
Lazard Asset Management
New York
$5.2M -$103K -728 -2%
IAN
514
Integrated Advisors Network
Texas
$5.2M +$232K +1,649 +5%
Dodge & Cox
515
Dodge & Cox
California
$5.19M -$169K -1,200 -3%
NEAM
516
New England Asset Management
Connecticut
$5.19M
VDBMI
517
Van Den Berg Management I
Texas
$5.17M -$1.15M -8,154 -18%
1SB
518
1ST Source Bank
Indiana
$5.16M -$54.9K -390 -1%
FTA
519
Financial & Tax Architects
Missouri
$5.13M -$234K -1,656 -4%
LNC
520
Lincoln National Corp
Pennsylvania
$5.12M +$141K +1,000 +3%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$5.11M +$111K +787 +2%
FMWA
522
Forvis Mazars Wealth Advisors
Missouri
$5.07M +$196K +1,390 +4%
BIMC
523
Benson Investment Management Company
Virginia
$5.06M -$45.1K -320 -0.9%
DWP
524
Daymark Wealth Partners
Ohio
$5.02M +$5.02M +35,652 New
CC
525
Cannell & Co
New York
$5.01M -$225K -1,595 -4%