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 %
CRIG
701
Charter Research & Investment Group
Connecticut
$2.89M -$9.02K -64 -0.3%
SFG
702
Socha Financial Group
New York
$2.88M
IWC
703
Integrated Wealth Concepts
Massachusetts
$2.87M +$674K +4,787 +31%
IA
704
IFG Advisory
Georgia
$2.87M -$27.2K -193 -0.9%
SPW
705
Surience Private Wealth
Washington
$2.86M -$1.04M -7,412 -27%
PAS
706
Park Avenue Securities
New York
$2.86M +$225K +1,596 +9%
HA
707
Herold Advisors
New York
$2.86M +$78.5K +557 +3%
BAM
708
Belpointe Asset Management
Nevada
$2.86M -$693K -4,918 -20%
JPMIA
709
J.P. Marvel Investment Advisors
Massachusetts
$2.84M
PCMK
710
Paragon Capital Management (Kansas)
Kansas
$2.84M -$32.1K -228 -1%
NLP
711
Next Level Private
New York
$2.84M +$115K +798 +4%
GPTE
712
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.83M
AIA
713
AIMZ Investment Advisors
California
$2.82M -$67.8K -481 -2%
ISL
714
Ingalls & Snyder LLC
New York
$2.82M -$62K -440 -2%
NSEDCP
715
NJ State Employees Deferred Compensation Plan
New Jersey
$2.82M
RWMG
716
Redwood Wealth Management Group
New Jersey
$2.81M +$2.81M +19,957 New
SIA
717
SeaBridge Investment Advisors
New Jersey
$2.81M -$254K -1,806 -8%
PCTC
718
Perkins Coie Trust Company
Washington
$2.8M +$61K +433 +2%
AG
719
AIA Group
Hong Kong
$2.8M +$767K +5,444 +38%
GAMC
720
Garner Asset Management Corp
Texas
$2.79M -$845 -6 -0%
WP
721
Westmount Partners
California
$2.78M +$2.78M +19,763 New
SWIG
722
Strategic Wealth Investment Group
Kentucky
$2.78M +$310K +2,205 +13%
SFI
723
Siemens Fonds Invest
Germany
$2.76M -$257K -1,824 -9%
ST
724
Smithfield Trust
Pennsylvania
$2.76M -$14K -99 -0.5%
KFP
725
KMG Fiduciary Partners
Ohio
$2.75M +$385K +2,736 +16%