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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
BAM
1126
Byrne Asset Management
New Jersey
$1.01M +$188K +1,435 +20%
RWA
1127
Redhawk Wealth Advisors
Minnesota
$1.01M +$276K +2,101 +33%
EL
1128
Essex LLC
Illinois
$1.01M +$62.2K +474 +6%
WMA
1129
Wealth Management Associates
New Jersey
$1.01M +$53K +404 +5%
VT
1130
Vise Technologies
New York
$1M -$55.6K -424 -5%
MIC
1131
Means Investment Company
Maine
$1M +$5.38K +41 +0.5%
CC
1132
Chicago Capital
Illinois
$1M +$131 +1 +0%
Koshinski Asset Management
1133
Koshinski Asset Management
Illinois
$999K -$15.5K -118 -1%
LNB
1134
Ledyard National Bank
$994K +$6.69K +51 +0.6%
WA
1135
Waddell & Associates
Tennessee
$988K -$61.3K -467 -5%
BHBT
1136
Burke & Herbert Bank & Trust
Virginia
$988K -$23K -175 -2%
FNBTCON
1137
First National Bank & Trust Co of Newtown
Pennsylvania
$981K
NPA
1138
Nichols & Pratt Advisers
Massachusetts
$981K
CFA
1139
CWS Financial Advisors
Michigan
$980K -$34.6K -264 -3%
BMWM
1140
Brown Miller Wealth Management
Virginia
$979K -$250K -1,908 -19%
IFG
1141
Independent Financial Group
California
$979K -$38.5K -293 -3%
GAM
1142
Grandview Asset Management
Pennsylvania
$974K -$106K -809 -9%
WB
1143
Webster Bank
Connecticut
$973K -$1.57K -12 -0.1%
SFO
1144
Stokes Family Office
Louisiana
$972K -$270K -2,056 -20%
RMDI
1145
R.M. Davis Inc
Maine
$968K -$90.6K -690 -8%
TCOT
1146
Trust Company of Toledo
Ohio
$967K -$191K -1,459 -15%
B
1147
Bailard
California
$966K +$98.7K +752 +10%
PIM
1148
Penobscot Investment Management
Massachusetts
$963K
CCA
1149
Checchi Capital Advisers
California
$959K -$19.3K -147 -2%
MC
1150
Martin & Co
Tennessee
$958K -$14.7K -112 -1%

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.