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 %
BFIC
776
Bedell Frazier Investment Counselling
California
$2.42M -$33.4K -237 -1%
MNBTD
777
Moody National Bank Trust Division
Texas
$2.42M -$80.3K -570 -3%
EI
778
EDMP Inc
Florida
$2.4M +$61.1K +434 +3%
BSB
779
Bangor Savings Bank
Maine
$2.4M -$519K -3,681 -18%
EFS
780
Econ Financial Services
Pennsylvania
$2.38M -$139K -987 -6%
SCI
781
S&CO Inc
Massachusetts
$2.38M
SB
782
Simmons Bank
Arkansas
$2.37M +$127K +902 +6%
PMAM
783
Penn Mutual Asset Management
Pennsylvania
$2.37M +$423K +3,000 +22%
FTDI
784
First Trust Direct Indexing
Massachusetts
$2.37M +$61.7K +438 +3%
ZF
785
Zhang Financial
Michigan
$2.36M -$12.8K -91 -0.5%
SIP
786
Stoneridge Investment Partners
Pennsylvania
$2.35M
CAM
787
Cacti Asset Management
Georgia
$2.34M
ZCM
788
Ziegler Capital Management
Illinois
$2.34M +$61.4K +436 +3%
1IA
789
1834 Investment Advisors
Wisconsin
$2.33M -$78.3K -556 -3%
VCA
790
Verdence Capital Advisors
Maryland
$2.33M -$46.5K -330 -2%
SCM
791
Sterneck Capital Management
Missouri
$2.33M -$202K -1,436 -8%
PA
792
Profund Advisors
Maryland
$2.31M +$227K +1,610 +11%
VFA
793
Valeo Financial Advisors
Indiana
$2.31M +$323K +2,296 +16%
LHC
794
Little House Capital
Massachusetts
$2.31M -$142K -1,011 -6%
AWE
795
Avidian Wealth Enterprises
Texas
$2.3M +$287K +2,040 +14%
MMG
796
Monetary Management Group
Missouri
$2.3M +$449K +3,185 +24%
OPS
797
Orion Portfolio Solutions
Nebraska
$2.28M +$454K +3,220 +25%
GJIC
798
Gamble Jones Investment Counsel
California
$2.28M
OHWP
799
Oak Harbor Wealth Partners
North Carolina
$2.28M +$704 +5 +0%
WPC
800
White Pine Capital
Minnesota
$2.28M +$50.7K +360 +2%