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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
BWP
1151
BSW Wealth Partners
Colorado
$958K +$16.7K +127 +2%
HCM
1152
Howland Capital Management
Massachusetts
$957K -$2.63K -20 -0.2%
HFBOT
1153
Home Federal Bank of Tennessee
Tennessee
$953K -$1.31K -10 -0.1%
FA
1154
Fagan Associates
New York
$953K
SACTSONJ
1155
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$950K
RSC
1156
Red Spruce Capital
Pennsylvania
$949K +$13.3K +101 +1%
KA
1157
Kovack Advisors
Florida
$946K +$3.54K +27 +0.3%
TCPWM
1158
Traverso Chambers Private Wealth Management
California
$945K +$35.2K +268 +3%
IAMOG
1159
Investors Asset Management of Georgia
Georgia
$942K +$20.3K +155 +2%
HAS
1160
HBW Advisory Services
California
$940K +$42K +320 +4%
1IA
1161
1620 Investment Advisors
Massachusetts
$935K -$787 -6 -0.1%
FFM
1162
Forum Financial Management
Illinois
$935K +$131 +1 +0%
MME
1163
Meag Munich Ergo
Germany
$933K
PIM
1164
Perpetual Investment Management
Australia
$933K
CWM
1165
Curi Wealth Management
North Carolina
$932K +$146K +1,109 +16%
PWM
1166
PBMares Wealth Management
Virginia
$931K +$2.76K +21 +0.3%
MIM
1167
Marco Investment Management
Georgia
$928K -$389K -2,967 -28%
AP
1168
Appleton Partners
Massachusetts
$927K -$75.7K -577 -7%
BIAS
1169
Beacon Investment Advisory Services
New Jersey
$927K +$131 +1 +0%
FB
1170
First Bancorp
Maine
$922K -$26.2K -200 -3%
PSB
1171
Piscataqua Savings Bank
New Hampshire
$913K
BW
1172
Bison Wealth
Georgia
$913K +$113K +864 +13%
AIM
1173
Athena Investment Management
California
$910K
TF
1174
Trek Financial
Arizona
$908K +$1M +7,644 New
MCM
1175
Mork Capital Management
California
$907K

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.