2,422 hedge funds and large institutions have $76.6B invested in IBM in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 930 increasing their positions, 903 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,422
Holders Change
+145
Holders Change %
+6.37%
% of All Funds
39.08%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.9%
New
279
Increased
930
Reduced
903
Closed
92
Calls
$3.56B
Puts
$3.23B
Net Calls
+$334M
Net Calls Change
-$480M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1201
Ategra Capital Management
Virginia
$996K
RFG
1202
Range Financial Group
Oregon
$993K +$38.3K +272 +4%
HCM
1203
Hodges Capital Management
Texas
$993K +$46.1K +327 +5%
TBNY
1204
Trustco Bank (New York)
New York
$989K -$282 -2 -0%
LRPA
1205
L. Roy Papp & Associates
Arizona
$989K -$6.06K -43 -0.6%
LSPW
1206
Lake Street Private Wealth
Illinois
$988K +$11K +78 +1%
OBWG
1207
Onyx Bridge Wealth Group
New York
$983K -$11.1K -77 -1%
DE
1208
Day & Ennis
Georgia
$982K +$25.4K +180 +3%
RMSCM
1209
R.M. Sincerbeaux Capital Management
New York
$980K
ACS
1210
Archford Capital Strategies
Illinois
$980K +$94.3K +669 +11%
MKC
1211
M. Kraus & Co
Vermont
$979K -$13.2K -94 -1%
MA
1212
MONECO Advisors
Connecticut
$977K +$4.79K +34 +0.5%
MPM
1213
Meritage Portfolio Management
Kansas
$976K +$29.9K +212 +3%
CA
1214
Claro Advisors
Massachusetts
$976K +$88.2K +626 +10%
RAM
1215
Redmond Asset Management
Virginia
$976K -$82.1K -583 -8%
NFA
1216
Northern Financial Advisors
Michigan
$974K +$974K +6,916 New
TWM
1217
Thrive Wealth Management
Pennsylvania
$973K +$82.7K +587 +9%
HL
1218
HeadInvest LLC
Maine
$972K -$5.64K -40 -0.6%
WAM
1219
Weatherly Asset Management
California
$969K -$83K -589 -8%
TWA
1220
TCI Wealth Advisors
Arizona
$965K +$124K +880 +15%
AB
1221
Atlas Brown
Kentucky
$965K -$89.5K -635 -8%
FB
1222
First Bancorp
Maine
$961K -$132K -938 -12%
SCM
1223
SOL Capital Management
Maryland
$961K
FNBTCON
1224
First National Bank & Trust Co of Newtown
Pennsylvania
$959K -$203K -1,441 -17%
CCA
1225
Cobblestone Capital Advisors
New York
$959K -$2.54K -18 -0.3%