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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
SNBOSD
1101
Security National Bank of So Dak
Iowa
$1.07M +$21.7K +165 +2%
FWP
1102
FAS Wealth Partners
Kansas
$1.07M +$91.5K +697 +8%
ZIG
1103
Zuckerman Investment Group
Illinois
$1.07M
LWM
1104
Laidlaw Wealth Management
New York
$1.06M -$102K -775 -8%
PBC
1105
Pavion Blue Capital
California
$1.06M
MIP
1106
Marietta Investment Partners
Wisconsin
$1.06M
FAIM
1107
Financial Advocates Investment Management
Washington
$1.05M -$32.7K -249 -3%
GLA
1108
Good Life Advisors
Pennsylvania
$1.05M +$103K +785 +10%
FHA
1109
Flagship Harbor Advisors
Massachusetts
$1.05M -$3.02K -23 -0.3%
VFPI
1110
Vantage Financial Partners (Illinois)
Illinois
$1.05M
BCA
1111
Bay Colony Advisors
Massachusetts
$1.05M -$71.4K -544 -6%
MGWM
1112
Marks Group Wealth Management
Minnesota
$1.05M +$137K +1,044 +13%
5L
1113
55I LLC
Massachusetts
$1.04M +$676K +5,148 +143%
FMAEN1
1114
Fund Management at Engine No 1
California
$1.03M -$52.2K -398 -4%
MMPW
1115
Mitchell McLeod Pugh & Williams
Alabama
$1.03M -$1.05K -8 -0.1%
ACI
1116
Alpha Cubed Investments
California
$1.02M -$301K -2,296 -21%
BCM
1117
Becker Capital Management
Oregon
$1.02M +$131 +1 +0%
BRC
1118
Bell Rock Capital
Delaware
$1.02M +$1.12M +8,562 New
CBFP
1119
Cedar Brook Financial Partners
Ohio
$1.02M +$58.7K +447 +6%
ECM
1120
Evergreen Capital Management
Washington
$1.01M +$319K +2,428 +40%
DI
1121
Diligent Investors
California
$1.01M +$381K +2,902 +52%
CS
1122
Comerica Securities
Michigan
$1.01M -$51.2K -390 -4%
LSA
1123
Lion Street Advisors
Texas
$1.01M +$220K +1,674 +25%
LJAC
1124
L.J. Altfest & Co
New York
$1.01M -$54.2K -413 -5%
SAM
1125
Steinberg Asset Management
New York
$1.01M

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.