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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
TAM
1051
Trust Asset Management
Texas
$1.18M +$95.9K +731 +8%
LRWA
1052
Long Run Wealth Advisors
New York
$1.18M +$194K +1,482 +17%
CT
1053
Clearstead Trust
Maine
$1.18M +$758K +5,778 +138%
ORC
1054
O'Rourke & Company
Massachusetts
$1.18M +$75.1K +572 +6%
BTWM
1055
Baker Tilly Wealth Management
Wisconsin
$1.18M +$6.96K +53 +0.5%
MAM
1056
Madison Asset Management
Wisconsin
$1.18M +$227K +1,727 +21%
Squarepoint
1057
Squarepoint
New York
$1.17M +$1.29M +9,850 New
TPA
1058
Trivium Point Advisory
Connecticut
$1.17M +$25.3K +193 +2%
RWP
1059
Ridgecrest Wealth Partners
California
$1.17M -$484K -3,690 -27%
DCM
1060
Donaldson Capital Management
Indiana
$1.17M +$7.48K +57 +0.6%
NIM
1061
Northeast Investment Management
Massachusetts
$1.17M +$26.2K +200 +2%
MFG
1062
Merit Financial Group
Georgia
$1.17M +$174K +1,323 +16%
SDAM
1063
Shulman DeMeo Asset Management
New York
$1.16M -$3.02K -23 -0.2%
WPW
1064
Waldron Private Wealth
Pennsylvania
$1.16M +$12.3K +94 +1%
KTC
1065
Kistler-Tiffany Companies
Pennsylvania
$1.16M -$8.92K -68 -0.7%
AAS
1066
Ameritas Advisory Services
Nebraska
$1.16M +$6.82K +52 +0.5%
DWM
1067
Doyle Wealth Management
Florida
$1.16M +$9.19K +70 +0.7%
SW
1068
SkyOak Wealth
Michigan
$1.15M +$178K +1,357 +16%
DS
1069
DRW Securities
Illinois
$1.15M +$1.27M +9,700 New
MAM
1070
Mastrapasqua Asset Management
Tennessee
$1.15M +$784K +5,973 +161%
JWA
1071
JFS Wealth Advisors
Pennsylvania
$1.15M +$74.5K +568 +6%
DPIM
1072
Duff & Phelps Investment Management
Illinois
$1.14M
ZIG
1073
Zullo Investment Group
Pennsylvania
$1.14M +$49.6K +378 +4%
RIA
1074
Realta Investment Advisors
Delaware
$1.14M -$15.6K -119 -1%
WF
1075
WoodTrust Financial
Wisconsin
$1.13M -$394K -3,000 -24%

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.