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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
CFG
1001
Cooper Financial Group
California
$1.29M +$87.5K +667 +7%
SC
1002
Schulhoff & Co
Ohio
$1.27M
CFSG
1003
Clark Financial Services Group
Missouri
$1.27M +$1.41M +10,722 New
TIA
1004
Trust Investment Advisors
Indiana
$1.27M +$63.6K +485 +5%
QIM
1005
Quest Investment Management
Oregon
$1.27M
BCM
1006
Bluefin Capital Management
New York
$1.26M -$715K -5,450 -34%
DBIA
1007
Dumont & Blake Investment Advisors
New Jersey
$1.26M -$1.22M -9,297 -47%
WA
1008
Waverly Advisors
Alabama
$1.26M +$625K +4,764 +82%
IF
1009
Ironwood Financial
Arizona
$1.25M
CCG
1010
Ceeto Capital Group
Florida
$1.25M +$14.4K +110 +1%
IC
1011
Inscription Capital
Texas
$1.25M -$3.75M -28,575 -73%
BL
1012
Balentine LLC
Georgia
$1.25M -$609K -4,639 -31%
FNBT
1013
FineMark National Bank & Trust
Florida
$1.24M -$64.6K -492 -4%
ESB
1014
Essex Savings Bank
Connecticut
$1.24M -$165K -1,258 -11%
TPCW
1015
TD Private Client Wealth
New York
$1.23M +$3.15K +24 +0.2%
PFS
1016
Physicians Financial Services
North Carolina
$1.23M +$1.18K +9 +0.1%
CWA
1017
Centennial Wealth Advisory
Michigan
$1.23M +$70.2K +535 +5%
FCCM
1018
First City Capital Management
Georgia
$1.23M -$113K -860 -8%
CWM
1019
Cornerstone Wealth Management
Missouri
$1.23M -$36K -274 -3%
KPW
1020
Kore Private Wealth
New York
$1.23M -$66.5K -507 -5%
BHA
1021
Beech Hill Advisors
New York
$1.23M
PWM
1022
Perigon Wealth Management
California
$1.23M +$35.6K +271 +3%
LF
1023
Lantz Financial
Illinois
$1.23M
CWM
1024
Congress Wealth Management
Massachusetts
$1.22M +$19.7K +150 +1%
FFS
1025
Founders Financial Securities
Maryland
$1.22M +$101K +767 +8%

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.