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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
BCP
1026
Blue Chip Partners
Michigan
$1.22M +$4.86K +37 +0.4%
WI
1027
Wahed Invest
New York
$1.22M +$93.4K +712 +7%
OFG
1028
OmniStar Financial Group
North Carolina
$1.22M +$205K +1,564 +18%
NB
1029
Northwest Bancshares
Pennsylvania
$1.22M -$189K -1,440 -12%
MFG
1030
MidWestOne Financial Group
Iowa
$1.22M
WC
1031
Westhampton Capital
North Carolina
$1.22M +$400K +3,050 +42%
TFM
1032
TFC Financial Management
Massachusetts
$1.22M
AFG
1033
Alterity Financial Group
Maine
$1.21M -$210K -1,600 -14%
FWM
1034
Focused Wealth Management
New York
$1.21M +$2.1K +16 +0.2%
KLCM
1035
KG&L Capital Management
Louisiana
$1.21M +$376K +2,867 +39%
UFF
1036
USA Financial Formulas
Michigan
$1.21M +$1.34M +10,193 +101,930%
WAP
1037
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$177K +1,346 +15%
MWM
1038
Mission Wealth Management
California
$1.21M -$265K -2,018 -17%
FMLI
1039
Fukoku Mutual Life Insurance
Japan
$1.21M
RWM
1040
RKL Wealth Management
Pennsylvania
$1.2M +$46.5K +354 +4%
VRS
1041
Virginia Retirement Systems
Virginia
$1.2M +$1.33M +10,100 New
CCT
1042
Capital City Trust
Florida
$1.2M +$4.07K +31 +0.3%
PTC
1043
Private Trust Company
Ohio
$1.19M +$106K +804 +9%
AUB
1044
Atlantic Union Bankshares
Virginia
$1.19M +$52.2K +398 +4%
DJSG
1045
D.J. St. Germain
Massachusetts
$1.19M
DWM
1046
Dakota Wealth Management
Florida
$1.19M +$1.31M +10,010 New
HFM
1047
Hartford Financial Management
Connecticut
$1.19M -$8.27K -63 -0.6%
WAM
1048
Westport Asset Management
Connecticut
$1.19M
WAM
1049
WNY Asset Management
New York
$1.19M -$29.5K -225 -2%
CNC
1050
Citizens & Northern Corp
Pennsylvania
$1.19M +$4.07K +31 +0.3%

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.