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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
BFEC
526
Benjamin F. Edwards & Company
Missouri
$4.21M -$43K -328 -0.9%
CIC
527
Carnegie Investment Counsel
Ohio
$4.21M +$1.3M +9,906 +39%
FHCM
528
Force Hill Capital Management
New York
$4.21M +$4.65M +35,451 New
Cetera Investment Advisers
529
Cetera Investment Advisers
Illinois
$4.2M -$3.48M -26,515 -43%
SCM
530
Schnieders Capital Management
California
$4.2M +$1.53M +11,669 +49%
LNC
531
Lincoln National Corp
Pennsylvania
$4.2M +$678K +5,168 +17%
TCOV
532
Trust Company of Vermont
Vermont
$4.19M -$89.8K -684 -2%
IAN
533
Integrated Advisors Network
Texas
$4.19M -$327K -2,489 -7%
BS
534
Boenning & Scattergood
Pennsylvania
$4.19M +$227K +1,726 +5%
RAM
535
Riggs Asset Management
Pennsylvania
$4.18M +$39.6K +302 +0.9%
GI
536
GAMCO Investors
Connecticut
$4.18M -$151K -1,151 -3%
RFM
537
Royal Fund Management
Florida
$4.17M -$413K -3,150 -8%
HEIP
538
Hudson Edge Investment Partners
New Jersey
$4.17M +$229K +1,748 +5%
AFG
539
Albion Financial Group
Utah
$4.16M +$16.1K +123 +0.4%
FWCM
540
Ferguson Wellman Capital Management
Oregon
$4.13M +$1.23M +9,375 +37%
FMWA
541
Forvis Mazars Wealth Advisors
Missouri
$4.11M +$165K +1,256 +4%
BCM
542
Birmingham Capital Management
Alabama
$4.09M +$143K +1,089 +3%
BL
543
BCWM LLC
Kansas
$4.08M +$38.7K +295 +0.9%
PGA
544
Portland Global Advisors
Maine
$4.06M +$72.3K +551 +2%
LC
545
Lavaca Capital
Texas
$4.03M +$39.4K +300 +1%
CA
546
Cullinan Associates
Kentucky
$4.03M +$1.57M +11,955 +54%
DY
547
Dowling & Yahnke
California
$4.02M +$139K +1,057 +3%
HSA
548
HBK Sorce Advisory
Pennsylvania
$4.02M +$2.67M +20,324 +151%
CK
549
Cohen Klingenstein
New York
$4.01M
RMCM
550
Reynders McVeigh Capital Management
Massachusetts
$4M +$2.08M +15,887 +89%

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.