2,277 hedge funds and large institutions have $62.5B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,049 increasing their positions, 796 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
-89
Holders Change %
-3.76%
% of All Funds
39.37%
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
1,049
Reduced
796
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$813M
Net Calls Change
+$692M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
526
Cetera Investment Advisers
Illinois
$4.2M -$3.15M -26,515 -43%
SCM
527
Schnieders Capital Management
California
$4.2M +$1.39M +11,669 +49%
LNC
528
Lincoln National Corp
Pennsylvania
$4.2M +$614K +5,168 +17%
TCOV
529
Trust Company of Vermont
Vermont
$4.19M -$81.3K -684 -2%
IAN
530
Integrated Advisors Network
Texas
$4.19M -$296K -2,489 -7%
BS
531
Boenning & Scattergood
Pennsylvania
$4.19M +$205K +1,726 +5%
RAM
532
Riggs Asset Management
Pennsylvania
$4.18M +$35.9K +302 +0.9%
GI
533
GAMCO Investors
Connecticut
$4.18M -$137K -1,151 -3%
RFM
534
Royal Fund Management
Florida
$4.17M -$374K -3,150 -8%
HEIP
535
Hudson Edge Investment Partners
New Jersey
$4.17M +$208K +1,748 +5%
AFG
536
Albion Financial Group
Utah
$4.16M +$14.6K +123 +0.4%
FWCM
537
Ferguson Wellman Capital Management
Oregon
$4.13M +$1.11M +9,375 +37%
FMWA
538
Forvis Mazars Wealth Advisors
Missouri
$4.11M +$149K +1,256 +4%
BCM
539
Birmingham Capital Management
Alabama
$4.09M +$129K +1,089 +3%
BL
540
BCWM LLC
Kansas
$4.08M +$35.1K +295 +0.9%
PGA
541
Portland Global Advisors
Maine
$4.06M +$65.5K +551 +2%
LC
542
Lavaca Capital
Texas
$4.03M +$39.2K +300 +1%
CA
543
Cullinan Associates
Kentucky
$4.03M +$1.42M +11,955 +54%
DY
544
Dowling & Yahnke
California
$4.02M +$126K +1,057 +3%
HSA
545
HBK Sorce Advisory
Pennsylvania
$4.02M +$2.41M +20,324 +151%
CK
546
Cohen Klingenstein
New York
$4.01M
RMCM
547
Reynders McVeigh Capital Management
Massachusetts
$4M +$1.89M +15,887 +89%
ATIA
548
American Trust Investment Advisors
New Hampshire
$4M +$10.7K +90 +0.3%
NMIMC
549
Northwestern Mutual Investment Management Company
Wisconsin
$3.99M -$678K -5,705 -15%
GF
550
Gabelli Funds
New York
$3.97M -$143K -1,200 -3%