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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
IWA
601
IBEX Wealth Advisors
New Jersey
$3.34M +$33.7K +257 +0.9%
Lido Advisors
602
Lido Advisors
California
$3.34M +$1.12M +8,527 +44%
RIG
603
Roosevelt Investment Group
New York
$3.32M -$15.6K -119 -0.4%
DMBA
604
Deseret Mutual Benefit Administrators
Utah
$3.31M -$960K -7,313 -21%
CIAS
605
Capital Investment Advisory Services
North Carolina
$3.31M +$8.92K +68 +0.2%
Members Trust
606
Members Trust
Florida
$3.3M -$149K -1,136 -4%
SPW
607
Surience Private Wealth
Washington
$3.29M +$3.64M +27,736 New
EFS
608
Essex Financial Services
Connecticut
$3.29M +$100K +764 +3%
SHFA
609
SS&H Financial Advisors
Michigan
$3.28M -$3.28K -25 -0.1%
H6H
610
Hightower 6M Holding
Kansas
$3.28M -$124K -942 -3%
TF
611
Tompkins Financial
New York
$3.28M +$125K +953 +4%
CAM
612
Cubic Asset Management
Massachusetts
$3.25M +$7.61K +58 +0.2%
ACM
613
Argyle Capital Management
Pennsylvania
$3.23M +$10.5K +80 +0.3%
BWA
614
BDO Wealth Advisors
Florida
$3.23M +$119K +904 +3%
CTC
615
Central Trust Company
Missouri
$3.19M +$167K +1,276 +5%
SWA
616
Stratos Wealth Advisors
Ohio
$3.19M -$210K -1,599 -6%
OA
617
Oak Associates
Ohio
$3.19M -$70.3K -536 -2%
SCP
618
Stamos Capital Partners
California
$3.18M +$3.51M +26,740 New
BC
619
Burney Company
Virginia
$3.14M -$862K -6,572 -20%
API
620
Advisor Partners II
California
$3.13M +$3.45M +26,301 New
LIM
621
Longfellow Investment Management
Massachusetts
$3.12M +$182K +1,386 +6%
SSG
622
Summit Securities Group
New York
$3.11M +$1.3M +9,916 +61%
FNT
623
First Nebraska Trust
Nebraska
$3.1M -$787 -6 -0%
LOAME
624
Lombard Odier Asset Management (Europe)
United Kingdom
$3.09M +$95.8K +730 +3%
NC
625
NovaPoint Capital
Georgia
$3.06M +$54.2K +413 +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.