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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
PS
826
Pensionfund Sabic
Netherlands
$1.84M +$2.03M +15,500 New
IIM
827
Ipswich Investment Management
Massachusetts
$1.83M -$240K -1,825 -11%
NGA
828
Naples Global Advisors
Florida
$1.83M +$105K +800 +5%
LAM
829
Lynch Asset Management
Pennsylvania
$1.82M
SP
830
Symmetry Partners
Connecticut
$1.82M -$78.2K -596 -4%
BMA
831
Brooks Moore & Associates
Tennessee
$1.82M +$595K +4,531 +42%
CA
832
Clearstead Advisors
Ohio
$1.8M -$480K -3,660 -19%
GC
833
Grimes & Company
Massachusetts
$1.8M -$17.8K -136 -0.9%
LBC
834
Lowe Brockenbrough & Co
Virginia
$1.8M -$14.4K -110 -0.7%
GWM
835
Geneos Wealth Management
Colorado
$1.8M -$1.85M -14,119 -48%
AWC
836
Abundance Wealth Counselors
Pennsylvania
$1.8M +$52.8K +402 +3%
SCA
837
STALEY CAPITAL ADVISERS
Pennsylvania
$1.79M +$26.2K +200 +1%
LDB
838
Lee, Danner & Bass
Tennessee
$1.79M +$26.2K +200 +1%
EP
839
Eudaimonia Partners
Tennessee
$1.78M -$1.01M -7,693 -34%
CAL
840
Capital Analysts LLC
Pennsylvania
$1.78M +$122K +926 +7%
WFS
841
Widmann Financial Services
Maryland
$1.78M +$97.4K +742 +5%
AIM
842
Allen Investment Management
New York
$1.78M
ACM
843
Advent Capital Management
New York
$1.78M +$1.97M +15,000 New
SFWA
844
Summit Financial Wealth Advisors
Louisiana
$1.78M +$206K +1,572 +14%
NHC
845
Nicholas Hoffman & Company
Georgia
$1.78M +$16.3K +124 +0.8%
HIC
846
Holderness Investments Company
North Carolina
$1.77M +$47.9K +365 +3%
UCMOK
847
United Capital Management of KS
Kansas
$1.76M +$36.1K +275 +2%
SBIA
848
Sheaff Brock Investment Advisors
Indiana
$1.76M -$441K -3,364 -19%
PA
849
Profund Advisors
Maryland
$1.76M -$68.6K -523 -3%
FCH
850
Freestone Capital Holdings
Washington
$1.76M -$89K -678 -4%

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.