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 %
JAM
1026
Jupiter Asset Management
United Kingdom
$1.44M -$192K -1,360 -12%
AFG
1027
Alterity Financial Group
Maine
$1.44M
TFM
1028
TFC Financial Management
Massachusetts
$1.44M -$4.93K -35 -0.3%
HTC
1029
Haverford Trust Company
Pennsylvania
$1.44M -$361K -2,560 -20%
DCM
1030
Donaldson Capital Management
Indiana
$1.43M +$50.4K +358 +4%
CBNLCF
1031
Cognios Beta Neutral Large Cap Fund
Kansas
$1.43M +$1.43M +10,150 New
DWT
1032
Dorsey & Whitney Trust
South Dakota
$1.43M +$143K +1,019 +11%
FWM
1033
Focused Wealth Management
New York
$1.43M -$10.7K -76 -0.7%
CCG
1034
Ceeto Capital Group
Florida
$1.42M -$60.4K -429 -4%
WAM
1035
Westport Asset Management
Connecticut
$1.41M
HFM
1036
Hartford Financial Management
Connecticut
$1.41M +$282 +2 +0%
EL
1037
Essex LLC
Illinois
$1.41M +$214K +1,518 +18%
RWM
1038
RKL Wealth Management
Pennsylvania
$1.41M -$18.5K -131 -1%
TAM
1039
Trust Asset Management
Texas
$1.4M
FMAEN1
1040
Fund Management at Engine No 1
California
$1.4M +$179K +1,269 +15%
FCCM
1041
First City Capital Management
Georgia
$1.39M -$63.4K -450 -4%
MAM
1042
Madison Asset Management
Wisconsin
$1.39M -$3.95K -28 -0.3%
SW
1043
SkyOak Wealth
Michigan
$1.39M +$24.7K +175 +2%
TPA
1044
Trivium Point Advisory
Connecticut
$1.39M +$16K +111 +1%
RWP
1045
Ridgecrest Wealth Partners
California
$1.38M
SDAM
1046
Shulman DeMeo Asset Management
New York
$1.38M -$2.11K -15 -0.2%
ACL
1047
Applied Capital LLC
Florida
$1.38M +$1.38M +9,778 New
CS
1048
Comerica Securities
Michigan
$1.38M +$177K +1,255 +15%
BCM
1049
Bayesian Capital Management
New York
$1.37M +$1.37M +9,757 New
QCM
1050
Quantinno Capital Management
New York
$1.37M +$600K +4,259 +78%