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 %
SCM
526
Schnieders Capital Management
California
$5.01M +$31.6K +224 +0.6%
PWLP
527
Prio Wealth Limited Partnership
Massachusetts
$5.01M -$127K -903 -2%
BCM
528
Birmingham Capital Management
Alabama
$4.98M +$126K +895 +3%
BC
529
Bartlett & Co
Ohio
$4.94M -$130K -922 -3%
BCWM
530
Bartlett & Co Wealth Management
Ohio
$4.94M -$130K -922 -3%
HEIP
531
Hudson Edge Investment Partners
New Jersey
$4.93M -$11.3K -80 -0.2%
MCC
532
Money Concepts Capital
Florida
$4.92M +$1.38M +9,827 +39%
GIM
533
Goelzer Investment Management
Indiana
$4.9M -$144K -1,025 -3%
NB
534
NBT Bank
New York
$4.89M -$142K -1,009 -3%
ONB
535
Old National Bancorp
Indiana
$4.87M -$898K -6,373 -16%
PGA
536
Portland Global Advisors
Maine
$4.86M +$43.5K +309 +0.9%
MSAM
537
Moloney Securities Asset Management
Missouri
$4.86M -$378K -2,683 -7%
BL
538
BCWM LLC
Kansas
$4.86M +$19.2K +136 +0.4%
CRC
539
Curi RMB Capital
Illinois
$4.85M +$1.97M +13,961 +68%
Twin Tree Management
540
Twin Tree Management
Texas
$4.85M +$4.85M +34,422 New
GI
541
GAMCO Investors
Connecticut
$4.84M -$113K -803 -2%
FB
542
Fulton Bank
Pennsylvania
$4.83M +$276K +1,961 +6%
TCOV
543
Trust Company of Vermont
Vermont
$4.82M -$149K -1,061 -3%
CWM
544
C2C Wealth Management
Arizona
$4.82M -$157K -1,105 -3%
AFG
545
Albion Financial Group
Utah
$4.82M -$112K -793 -2%
MGP
546
Metis Global Partners
California
$4.79M +$1.72M +12,218 +56%
CK
547
Cohen Klingenstein
New York
$4.75M
ATIA
548
American Trust Investment Advisors
New Hampshire
$4.73M -$16.2K -115 -0.3%
RFM
549
Royal Fund Management
Florida
$4.72M -$232K -1,650 -5%
IAIM
550
International Assets Investment Management
Florida
$4.71M +$3.93M +27,972 +505%