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 %
RG
751
Richelieu Gestion
France
$2.53M -$806K -5,718 -24%
OCM
752
Osterweis Capital Management
California
$2.52M -$32.2M -228,395 -93%
PI
753
Pettee Investors
Connecticut
$2.5M +$48.6K +345 +2%
CAC
754
Core Alternative Capital
Georgia
$2.49M +$2.43M +17,246 +3,832%
EF
755
Exeter Financial
Arizona
$2.49M +$18K +128 +0.7%
AG
756
Ascent Group
Virginia
$2.49M +$70.2K +498 +3%
LS
757
Leelyn Smith
Illinois
$2.48M +$256K +1,818 +12%
NEWAS
758
N.E.W. Advisory Services
Wisconsin
$2.47M +$122K +863 +5%
SC
759
Savant Capital
Illinois
$2.47M +$502K +4,188 +26%
ECM
760
EagleClaw Capital Management
Massachusetts
$2.47M +$77.5K +550 +3%
EWM
761
Evercore Wealth Management
New York
$2.45M -$372K -2,640 -13%
SLI
762
Sumitomo Life Insurance
Japan
$2.45M -$17.8K -126 -0.7%
SVCP
763
Silicon Valley Capital Partners
California
$2.45M +$2.45M +17,391 New
RHAM
764
Round Hill Asset Management
California
$2.45M -$90.5K -642 -4%
1WA
765
180 Wealth Advisors
Washington
$2.45M -$72.5K -539 -3%
PNC
766
Park National Corp
Ohio
$2.44M +$80.2K +569 +3%
PT
767
Plimoth Trust
Massachusetts
$2.44M -$43.7K -310 -2%
Jones Financial Companies
768
Jones Financial Companies
Missouri
$2.44M +$21.3K +151 +0.9%
CPO
769
Cerity Partners OCIO
New York
$2.44M +$56.2K +399 +2%
ANTB
770
AMG National Trust Bank
Colorado
$2.44M -$471K -3,346 -16%
CW
771
CreativeOne Wealth
Kansas
$2.44M +$49K +348 +2%
MCIA
772
Mountain Capital Investment Advisors
Colorado
$2.43M +$383K +2,643 +19%
RHP
773
Royal Harbor Partners
Texas
$2.42M -$179K -1,271 -7%
ABC
774
Associated Banc-Corp
Wisconsin
$2.42M -$167K -1,186 -6%
HPIA
775
Hamilton Point Investment Advisors
North Carolina
$2.42M +$13.5K +96 +0.6%