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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
HC
576
HNP Capital
New York
$3.64M -$992K -7,557 -20%
TBA
577
Tower Bridge Advisors
Pennsylvania
$3.6M -$29.5K -225 -0.7%
MCM
578
MAI Capital Management
Ohio
$3.6M +$1.18K +9 +0%
WIS
579
Wright Investors Service
Connecticut
$3.59M -$313K -2,382 -7%
MCM
580
Mengis Capital Management
Oregon
$3.58M +$525 +4 +0%
CIP
581
Chartwell Investment Partners
Pennsylvania
$3.58M +$394K +3,002 +11%
SCM
582
Stonebridge Capital Management
California
$3.58M -$151K -1,150 -4%
WSTAM
583
Wilbanks Smith & Thomas Asset Management
Virginia
$3.55M +$138K +1,053 +4%
WTC
584
WhitTier Trust Company
Nevada
$3.54M +$40.8K +311 +1%
RBA
585
Richard Bernstein Advisors
New York
$3.54M -$644K -4,908 -14%
BE
586
Bonness Enterprises
District of Columbia
$3.51M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
587
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.49M -$208K -1,585 -5%
JIC
588
Johnson Investment Counsel
Ohio
$3.48M -$133K -1,017 -3%
APA
589
American Portfolios Advisors
New York
$3.48M -$44.8K -341 -1%
RWM
590
RBA Wealth Management
California
$3.46M +$129K +980 +3%
WWMSC
591
Wagner Wealth Management (South Carolina)
South Carolina
$3.46M +$185K +1,411 +5%
RMC
592
Resources Management Corp
Connecticut
$3.45M +$47.5K +362 +1%
VST
593
Van Strum & Towne
California
$3.4M -$9.32K -71 -0.2%
FCA
594
FLC Capital Advisors
California
$3.4M -$4.99K -38 -0.1%
CAM
595
Cresset Asset Management
Illinois
$3.39M -$148K -1,127 -4%
SYBT
596
Stock Yards Bank & Trust
Kentucky
$3.39M +$63.4K +483 +2%
KCPG
597
Kavar Capital Partners Group
Kansas
$3.38M +$13.8K +105 +0.4%
KA
598
Kintegral Advisory
New York
$3.37M
ClearBridge Investments
599
ClearBridge Investments
New York
$3.37M -$982K -7,486 -21%
HFS
600
Hantz Financial Services
Michigan
$3.35M +$71.7K +546 +2%

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.