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 %
IIM
826
Ipswich Investment Management
Massachusetts
$2.17M -$6.34K -45 -0.3%
OA
827
Oxbow Advisors
Texas
$2.17M -$199K -1,410 -8%
PWM
828
Perigon Wealth Management
California
$2.15M +$698K +4,953 +48%
BMA
829
Brooks Moore & Associates
Tennessee
$2.15M -$4.93K -35 -0.2%
WFS
830
Widmann Financial Services
Maryland
$2.13M +$20.4K +145 +1%
BIP
831
Blueprint Investment Partners
North Carolina
$2.13M +$1.84M +13,075 +632%
UCMOK
832
United Capital Management of KS
Kansas
$2.13M +$40.2K +285 +2%
LDB
833
Lee, Danner & Bass
Tennessee
$2.12M
EP
834
Eudaimonia Partners
Tennessee
$2.12M +$7.47K +53 +0.4%
GWM
835
GSB Wealth Management
Connecticut
$2.12M +$203K +1,441 +11%
SCA
836
STALEY CAPITAL ADVISERS
Pennsylvania
$2.12M -$4.23K -30 -0.2%
HIC
837
Holderness Investments Company
North Carolina
$2.12M +$14.2K +101 +0.7%
AIM
838
Allen Investment Management
New York
$2.11M
SA
839
Strategic Advisors
New York
$2.11M +$69.9K +496 +3%
CSPIA
840
Cary Street Partners Investment Advisory
Virginia
$2.09M +$38K +270 +2%
SGCA
841
Steel Grove Capital Advisors
Tennessee
$2.09M +$81.7K +580 +4%
CA
842
Clearstead Advisors
Ohio
$2.09M -$51.7K -367 -2%
CT
843
Cambridge Trust
Massachusetts
$2.08M +$103K +734 +5%
CA
844
Carson Advisory
Georgia
$2.08M -$111K -789 -5%
SBIA
845
Sheaff Brock Investment Advisors
Indiana
$2.08M -$9.86K -70 -0.5%
TMAM
846
Tokio Marine Asset Management
Japan
$2.07M +$220K +1,558 +12%
EL
847
EMFO LLC
Florida
$2.07M
HI
848
Hudock Inc
Pennsylvania
$2.06M +$58.5K +415 +3%
LWM
849
Ledge Wealth Management
Minnesota
$2.06M +$352K +2,497 +21%
GVAG
850
Great Valley Advisor Group
Delaware
$2.06M +$198K +1,408 +11%