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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
FTDI
801
First Trust Direct Indexing
Massachusetts
$1.95M +$76.1K +580 +4%
ACA
802
Atlas Capital Advisors
Wyoming
$1.94M +$329K +2,505 +18%
HVIA
803
Hudson Valley Investment Advisors
New York
$1.94M +$481K +3,664 +29%
GJIC
804
Gamble Jones Investment Counsel
California
$1.93M
OHWP
805
Oak Harbor Wealth Partners
North Carolina
$1.93M +$7.22K +55 +0.3%
ZCM
806
Ziegler Capital Management
Illinois
$1.92M +$21.1K +161 +1%
MHS
807
M Holdings Securities
Oregon
$1.92M +$20.3K +155 +1%
CAM
808
Claret Asset Management
Quebec, Canada
$1.91M -$2.1K -16 -0.1%
NWM
809
Northcape Wealth Management
New York
$1.91M +$569K +4,336 +37%
CT
810
Caldwell Trust
Florida
$1.91M -$80.4K -613 -4%
OPTFSNA
811
Old Point Trust & Financial Services N A
Virginia
$1.9M -$57.6K -439 -3%
GSC
812
G&S Capital
Colorado
$1.9M +$678K +5,170 +48%
SB
813
Simmons Bank
Arkansas
$1.9M +$197K +1,503 +10%
ACM
814
AlphaStar Capital Management
North Carolina
$1.89M +$130K +988 +7%
PCIA
815
Prime Capital Investment Advisors
Kansas
$1.89M +$345K +2,631 +20%
WPC
816
White Pine Capital
Minnesota
$1.88M +$135K +1,025 +7%
LS
817
Leelyn Smith
Illinois
$1.88M -$2.02M -15,422 -49%
GCM
818
Graham Capital Management
Connecticut
$1.87M +$1.07M +8,154 +107%
NWM
819
NEIRG Wealth Management
Massachusetts
$1.87M -$36.4K -277 -2%
PAMG
820
Patton Albertson Miller Group
Tennessee
$1.86M +$88.8K +677 +5%
LWA
821
Lineweaver Wealth Advisors
Ohio
$1.86M +$1.85M +14,081 +922%
IWC
822
Integrated Wealth Concepts
Massachusetts
$1.85M +$36.5K +278 +2%
IP
823
Investment Partners
Ohio
$1.85M +$1.23M +9,358 +150%
CA
824
Carson Advisory
Georgia
$1.85M +$17.3K +132 +0.9%
CA
825
Commerzbank Aktiengesellschaft
Germany
$1.84M +$1.09M +8,293 +115%

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.