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 %
BP
926
Ballentine Partners
Massachusetts
$1.75M +$211K +1,500 +14%
IWM
927
IHT Wealth Management
Illinois
$1.75M -$285K -2,024 -14%
FC
928
FCA Corp
Texas
$1.74M +$21.6K +153 +1%
KFC
929
Klingenstein Fields & Co
New York
$1.74M -$65.4K -464 -4%
PWMAG
930
Pinnacle Wealth Management Advisory Group
New Jersey
$1.74M -$50.3K -357 -3%
DEM
931
Disciplined Equity Management
Florida
$1.73M
FANJ
932
Financial Architects (New Jersey)
New Jersey
$1.73M -$564 -4 -0%
LIM
933
Leavell Investment Management
Alabama
$1.73M -$58.6K -416 -3%
FNBOO
934
First National Bank of Omaha
Nebraska
$1.73M +$78.3K +556 +5%
RIM
935
Redwood Investment Management
Arizona
$1.73M +$1.73M +12,241 New
ICG
936
InterOcean Capital Group
Tennessee
$1.72M -$177K -1,256 -9%
CFGS
937
Concourse Financial Group Securities
Alabama
$1.72M -$31.7K -225 -2%
TPW
938
Transatlantique Private Wealth
New York
$1.71M +$197K +1,408 +13%
CA
939
Commerzbank Aktiengesellschaft
Germany
$1.71M -$472K -3,350 -22%
MOS
940
MGO One Seven
Ohio
$1.71M +$77.8K +552 +5%
SIM
941
Stratos Investment Management
Ohio
$1.71M -$72.7K -516 -4%
Wealth Enhancement Advisory Services
942
Wealth Enhancement Advisory Services
Minnesota
$1.7M +$9.34K +69 +0.6%
VF
943
Virtu Financial
New York
$1.7M -$3.92M -27,810 -70%
CAMG
944
CWA Asset Management Group
Florida
$1.7M +$9.58K +68 +0.6%
AFP
945
Ausdal Financial Partners
Iowa
$1.69M -$72.4K -514 -4%
LCM
946
LVM Capital Management
Michigan
$1.68M +$78.2K +555 +5%
PWA
947
Providence Wealth Advisors
Illinois
$1.68M -$13.3K -94 -0.8%
ZIG
948
Zuckerman Investment Group
Illinois
$1.68M +$412K +2,925 +33%
GFA
949
Gifford Fong Associates
California
$1.68M
KIA
950
KCM Investment Advisors
California
$1.67M -$60.5K -429 -3%