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 %
CPA
951
Cowen Prime Advisors
New York
$1.67M +$916K +6,500 +121%
KCFA
952
Key Client Fiduciary Advisors
New Jersey
$1.67M +$1.43M +10,161 +601%
IWA
953
Icon Wealth Advisors
Texas
$1.66M +$5.78K +41 +0.3%
AFG
954
Allegheny Financial Group
Pennsylvania
$1.66M +$6.48K +46 +0.4%
AWM
955
Aries Wealth Management
Maine
$1.66M
AA
956
AlphaMark Advisors
Kentucky
$1.66M -$7.61K -54 -0.5%
CCWM
957
Cassaday & Co Wealth Management
Virginia
$1.65M +$1.65M +11,709 New
ECM
958
Evergreen Capital Management
Washington
$1.65M +$447K +3,174 +37%
DBT
959
Dubuque Bank & Trust
Iowa
$1.64M +$2.96K +21 +0.2%
FWM
960
Forza Wealth Management
Florida
$1.64M +$1.64M +11,628 New
OIA
961
OneDigital Investment Advisors
Kansas
$1.63M +$82.4K +585 +5%
FHB
962
First Hawaiian Bank
Hawaii
$1.63M +$4.09K +29 +0.3%
SIA
963
Sage Investment Advisers
New York
$1.62M
EIM
964
Essex Investment Management
Massachusetts
$1.62M +$1.62M +11,529 New
QT
965
Quantbot Technologies
New York
$1.62M +$1.51M +10,683 +1,314%
FPAS
966
Focus Partners Advisor Solutions
Missouri
$1.62M -$387K -2,749 -19%
HA
967
Hamel Associates
New Jersey
$1.61M -$9.16K -65 -0.6%
DWM
968
Darwin Wealth Management
Florida
$1.61M -$17.8K -122 -1%
GAM
969
Griffin Asset Management
New York
$1.6M +$38.2K +271 +2%
CFA
970
Cahill Financial Advisors
Minnesota
$1.6M -$186K -1,318 -10%
DT
971
Diversified Trust
Tennessee
$1.59M -$88.9K -631 -5%
PCA
972
Personal Capital Advisors
California
$1.59M -$100K -710 -6%
PAG
973
Private Advisory Group
Washington
$1.59M -$6.06K -43 -0.4%
DIP
974
DT Investment Partners
Pennsylvania
$1.58M -$7.89K -56 -0.5%
UAS
975
United Asset Strategies
New York
$1.58M -$1.55K -11 -0.1%