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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
PCM
726
Penserra Capital Management
California
$2.33M +$208K +1,588 +9%
DWA
727
Douglass Winthrop Advisors
New York
$2.32M -$171K -1,300 -6%
CIA
728
Citadel Investment Advisory
Ohio
$2.32M -$6.56K -50 -0.3%
EWA
729
EP Wealth Advisors
California
$2.32M +$924K +7,043 +56%
PCTC
730
Perkins Coie Trust Company
Washington
$2.31M +$77.4K +590 +3%
HF
731
HRT Financial
New York
$2.31M +$2.55M +19,430 New
GT
732
Greenleaf Trust
Michigan
$2.3M +$92.9K +708 +4%
FIM
733
Freedom Investment Management
Connecticut
$2.3M -$371K -2,830 -13%
CPA
734
Capital Planning Advisors
California
$2.28M +$235K +1,788 +10%
RIM
735
Redpoint Investment Management
Australia
$2.28M -$415K -3,161 -14%
AAM
736
Arabesque Asset Management
United Kingdom
$2.28M +$285K +2,174 +13%
NRS
737
Neville Rodie & Shaw
New York
$2.27M -$1.1M -8,371 -30%
TC
738
Truvestments Capital
Florida
$2.27M +$166K +1,267 +7%
VFM
739
Viking Fund Management
North Dakota
$2.26M
PA
740
Parallel Advisors
California
$2.25M +$56.2K +428 +2%
NAM
741
NTV Asset Management
West Virginia
$2.24M -$13.1K -100 -0.5%
1WA
742
180 Wealth Advisors
Washington
$2.23M +$40.3K +307 +2%
PAS
743
Park Avenue Securities
New York
$2.22M +$166K +1,263 +7%
AssetMark Inc
744
AssetMark Inc
California
$2.22M +$428K +3,262 +21%
ST
745
Spinnaker Trust
Maine
$2.21M
ZIC
746
ZWJ Investment Counsel
Georgia
$2.21M -$2.23K -17 -0.1%
SFG
747
SevenBridge Financial Group
Pennsylvania
$2.2M +$1.53M +11,681 +170%
EH
748
Equitable Holdings
New York
$2.2M +$393K +2,993 +19%
RHP
749
Royal Harbor Partners
Texas
$2.19M -$96.2K -733 -4%
HDIM
750
Hanson & Doremus Investment Management
Vermont
$2.19M +$58.8K +448 +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.