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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
CAAS
1201
Capital Asset Advisory Services
Michigan
$854K -$50.1K -382 -5%
ET
1202
Equitable Trust
Tennessee
$852K
WF
1203
Warner Financial
Maryland
$852K +$656 +5 +0.1%
BWP
1204
Baldwin Wealth Partners
Massachusetts
$849K
JIP
1205
Jaffetilchin Investment Partners
Florida
$846K -$788K -6,003 -46%
BWAM
1206
Boyd Watterson Asset Management
Ohio
$846K -$2.1K -16 -0.2%
BOPW
1207
Brandywine Oak Private Wealth
Pennsylvania
$845K -$170K -1,297 -15%
E
1208
Ergoteles
New York
$844K +$933K +7,106 New
RPC
1209
Rossmore Private Capital
Connecticut
$843K +$28.7K +219 +3%
PFSC
1210
Peoples Financial Services Corp
Pennsylvania
$841K -$13.1K -100 -1%
ACM
1211
Ategra Capital Management
Virginia
$840K -$5.25K -40 -0.6%
LRPA
1212
L. Roy Papp & Associates
Arizona
$839K
HW
1213
Hancock Whitney
Mississippi
$839K +$12.9K +98 +1%
MKC
1214
M. Kraus & Co
Vermont
$837K
TBNY
1215
Trustco Bank (New York)
New York
$835K -$108K -825 -11%
BG
1216
Bahl & Gaynor
Ohio
$830K +$4.07K +31 +0.4%
RMSCM
1217
R.M. Sincerbeaux Capital Management
New York
$827K
HL
1218
HeadInvest LLC
Maine
$824K +$1.31K +10 +0.1%
LSPW
1219
Lake Street Private Wealth
Illinois
$824K +$12.2K +93 +1%
MA
1220
MONECO Advisors
Connecticut
$820K -$57.5K -438 -6%
MIH
1221
Meitav Investment House
Israel
$820K +$6.96K +53 +0.8%
PFA
1222
Pinnacle Family Advisors
Missouri
$814K +$160K +1,220 +22%
AF
1223
Arrow Financial
New York
$813K -$17.3K -132 -2%
OBWG
1224
Onyx Bridge Wealth Group
New York
$813K +$5.12K +39 +0.6%
CCG
1225
Coastwise Capital Group
California
$812K +$3.41K +26 +0.4%

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.