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 %
CW
651
Connectus Wealth
Ohio
$3.36M +$880K +6,247 +36%
WFMPM
652
Woodley Farra Manion Portfolio Management
Indiana
$3.36M -$44.8K -318 -1%
EF
653
Empirical Finance
Pennsylvania
$3.35M +$276K +1,956 +9%
ACM
654
Altrius Capital Management
North Carolina
$3.35M -$69.7K -495 -2%
ISB
655
Iowa State Bank
Iowa
$3.32M +$72.2K +512 +2%
HI
656
Horizon Investments
North Carolina
$3.31M +$1.46M +10,459 +78%
Fisher Asset Management
657
Fisher Asset Management
Washington
$3.31M +$95.4K +677 +3%
GF
658
Gries Financial
Ohio
$3.3M +$963K +6,838 +41%
CIP
659
Convergence Investment Partners
Florida
$3.29M +$17.3K +123 +0.5%
CYG
660
Clean Yield Group
Vermont
$3.27M -$59K -419 -2%
BOCM
661
Bontempo Ohly Capital Management
Maryland
$3.27M -$10.8K -77 -0.3%
CAM
662
Carret Asset Management
New York
$3.24M -$50K -355 -2%
HDIM
663
Hanson & Doremus Investment Management
Vermont
$3.24M +$646K +4,584 +25%
CCP
664
Cunning Capital Partners
North Carolina
$3.24M
OA
665
Oak Associates
Ohio
$3.23M -$548K -3,891 -15%
SCA
666
Stonebridge Capital Advisors
Minnesota
$3.22M +$32.5K +231 +1%
AAM
667
Arabesque Asset Management
United Kingdom
$3.19M +$491K +3,486 +18%
BSW
668
Buckingham Strategic Wealth
Missouri
$3.18M +$57.9K +411 +2%
WTA
669
Washington Trust Advisors
Massachusetts
$3.18M -$16.8K -119 -0.5%
OAJ
670
Ogorek Anthony Joseph
New York
$3.18M -$5.64K -40 -0.2%
RA
671
RFG Advisory
Alabama
$3.16M +$202K +1,478 +7%
EWA
672
Exencial Wealth Advisors
Oklahoma
$3.15M -$10.5M -74,552 -77%
PCIA
673
Prime Capital Investment Advisors
Kansas
$3.14M +$898K +6,376 +40%
HH
674
Hilltop Holdings
Texas
$3.12M -$396K -2,814 -11%
AssetMark Inc
675
AssetMark Inc
California
$3.11M +$476K +3,375 +18%