We are live on ! Find out more

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
SSB
976
Sandy Spring Bank
Maryland
$1.34M -$29.9K -228 -2%
DIP
977
DT Investment Partners
Pennsylvania
$1.34M -$14.7K -112 -1%
CTA
978
Chesley Taft & Associates
Illinois
$1.33M -$27K -206 -2%
MWM
979
Modera Wealth Management
New Jersey
$1.33M +$15.4K +117 +1%
UAS
980
United Asset Strategies
New York
$1.33M +$1.14M +8,717 +351%
SWM
981
Selective Wealth Management
Virginia
$1.33M -$1.14M -8,684 -44%
MGIA
982
Moneta Group Investment Advisors
Missouri
$1.32M +$269K +2,051 +23%
CI
983
Cigna Investments
Connecticut
$1.32M -$61.8K -471 -4%
MBT
984
Montecito Bank & Trust
California
$1.32M -$37.5K -286 -3%
TA
985
TCM Advisors
West Virginia
$1.32M
DA
986
Detalus Advisors
Missouri
$1.32M +$131 +1 +0%
BFA
987
Beaumont Financial Advisors
Massachusetts
$1.32M +$84K +640 +6%
FPCM
988
Financial Partners Capital Management
New York
$1.32M +$17.6K +134 +1%
GAM
989
Griffin Asset Management
New York
$1.31M -$71.4K -544 -5%
CWS
990
Confluence Wealth Services
Pennsylvania
$1.31M -$332K -2,531 -19%
OIA
991
OneDigital Investment Advisors
Kansas
$1.31M +$376K +2,863 +35%
AWM
992
Avior Wealth Management
Nebraska
$1.31M +$561K +4,275 +66%
MIC
993
Meridian Investment Counsel
California
$1.31M -$13.1K -100 -0.9%
Impax Asset Management Group
994
Impax Asset Management Group
United Kingdom
$1.3M -$59.6K -454 -4%
HAIM
995
Hunter Associates Investment Management
Pennsylvania
$1.3M -$2.1K -16 -0.1%
ACP
996
Ashfield Capital Partners
California
$1.3M -$11K -84 -0.8%
CPIA
997
Cornell Pochily Investment Advisors
New York
$1.3M +$17.5K +133 +1%
GWM
998
Gitterman Wealth Management
New Jersey
$1.29M +$38.3K +292 +3%
BP
999
Ballentine Partners
Massachusetts
$1.29M +$145K +1,106 +11%
TPW
1000
Transatlantique Private Wealth
New York
$1.29M -$6.3K -48 -0.4%

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.