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 %
OPTFSNA
801
Old Point Trust & Financial Services N A
Virginia
$2.28M +$21.1K +150 +0.9%
HVIA
802
Hudson Valley Investment Advisors
New York
$2.28M -$17.8K -126 -0.8%
GAA
803
Green Alpha Advisors
Colorado
$2.27M +$514K +3,649 +29%
CAM
804
Claret Asset Management
Quebec, Canada
$2.27M
CAG
805
Crestwood Advisors Group
Massachusetts
$2.25M -$531K -3,771 -19%
PAMG
806
Patton Albertson Miller Group
Tennessee
$2.25M +$35.5K +252 +2%
ECG
807
Edge Capital Group
Georgia
$2.23M +$1.59M +11,311 +249%
AWC
808
Abundance Wealth Counselors
Pennsylvania
$2.23M +$94.2K +669 +4%
GAM
809
Gotham Asset Management
New York
$2.23M +$1.54M +10,944 +225%
GWM
810
Geneos Wealth Management
Colorado
$2.22M +$85.7K +608 +4%
SFI
811
SPC Financial Inc
Maryland
$2.22M +$1.47M +10,417 +194%
S
812
SignatureFD
Georgia
$2.21M +$337K +2,394 +18%
LA
813
Lifeworks Advisors
Michigan
$2.21M +$26.5K +188 +1%
CICI
814
Capital Investment Counsel Inc
North Carolina
$2.2M -$231K -1,638 -9%
NWM
815
NEIRG Wealth Management
Massachusetts
$2.2M -$14.1K -100 -0.6%
BL
816
Balentine LLC
Georgia
$2.2M +$715K +5,074 +48%
CAL
817
Capital Analysts LLC
Pennsylvania
$2.19M +$76.6K +544 +4%
FIM
818
Freedom Investment Management
Connecticut
$2.19M -$532K -3,777 -20%
TC
819
Trilogy Capital
California
$2.19M +$300K +2,132 +16%
SAM
820
Shell Asset Management
Netherlands
$2.18M -$391K -2,779 -15%
PS
821
Pensionfund Sabic
Netherlands
$2.18M
VAM
822
Verity Asset Management
North Carolina
$2.18M -$138K -981 -6%
LBC
823
Lowe Brockenbrough & Co
Virginia
$2.17M +$34.2K +243 +2%
LWA
824
Lineweaver Wealth Advisors
Ohio
$2.17M -$26.2K -186 -1%
NGA
825
Naples Global Advisors
Florida
$2.17M