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 %
BBA
601
BLB&B Advisors
Pennsylvania
$3.98M -$412K -2,927 -9%
CA
602
CoreCap Advisors
Michigan
$3.97M +$518K +3,675 +15%
FM
603
Foster & Motley
Ohio
$3.97M +$1.05M +7,480 +36%
KCPG
604
Kavar Capital Partners Group
Kansas
$3.95M -$59.2K -420 -1%
BWA
605
BDO Wealth Advisors
Florida
$3.93M +$101K +716 +3%
ClearBridge Investments
606
ClearBridge Investments
New York
$3.92M -$71.6K -508 -2%
VST
607
Van Strum & Towne
California
$3.92M -$120K -850 -3%
EFS
608
Essex Financial Services
Connecticut
$3.91M +$13K +92 +0.3%
MS
609
Maven Securities
Jersey
$3.9M -$7.48M -53,072 -66%
FCA
610
FLC Capital Advisors
California
$3.89M -$148K -1,047 -4%
SHFA
611
SS&H Financial Advisors
Michigan
$3.88M -$14.1K -100 -0.4%
CIAS
612
Capital Investment Advisory Services
North Carolina
$3.87M -$52.8K -375 -1%
Members Trust
613
Members Trust
Florida
$3.87M -$51.4K -365 -1%
TF
614
Tompkins Financial
New York
$3.86M -$25.8K -183 -0.7%
ACM
615
Argyle Capital Management
Pennsylvania
$3.84M
NA
616
NewEdge Advisors
Louisiana
$3.83M +$701K +8,849 +22%
BOTW
617
Bank of the West
California
$3.82M +$466K +3,309 +14%
KC
618
Kinloch Capital
Virginia
$3.74M +$153K +1,089 +4%
BOSSRA
619
B.O.S.S. Retirement Advisors
Utah
$3.72M +$3.72M +26,421 New
HWAM
620
Hennion & Walsh Asset Management
New Jersey
$3.72M +$446K +3,169 +14%
AM
621
AGF Management
Ontario, Canada
$3.7M +$3.7M +26,254 New
CPA
622
Capital Planning Advisors
California
$3.69M +$983K +6,976 +36%
S
623
Seeyond
France
$3.68M +$1.91M +13,526 +107%
GIA
624
Gladstone Institutional Advisory
Florida
$3.68M -$1M -7,110 -21%
WANY
625
Wealthspire Advisors (New York)
New York
$3.68M +$1.18M +8,406 +48%