We are live on ! Find out more

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
CCA
1226
Cobblestone Capital Advisors
New York
$811K -$394K -3,000 -31%
ACM
1227
Ashford Capital Management
Delaware
$811K -$78.7K -600 -8%
SCM
1228
SOL Capital Management
Maryland
$810K -$19.7K -150 -2%
NFG
1229
Nations Financial Group
Iowa
$808K +$9.19K +70 +1%
HI
1230
Human Investing
Oregon
$807K -$13.8K -105 -2%
DE
1231
Day & Ennis
Georgia
$807K -$8.27K -63 -0.9%
FFBTD
1232
First Financial Bank - Trust Division
Ohio
$807K -$1.84K -14 -0.2%
MJRIC
1233
Mogy Joel R Investment Counsel
California
$806K -$77.4K -590 -8%
RFG
1234
Range Financial Group
Oregon
$805K +$7.09K +54 +0.8%
I
1235
INVST
Indiana
$801K -$525 -4 -0.1%
AL
1236
Aspiriant LLC
California
$801K +$5.12K +39 +0.6%
LWANC
1237
Laurel Wealth Advisors (North Carolina)
North Carolina
$799K +$4.33K +33 +0.5%
HCM
1238
Hodges Capital Management
Texas
$799K +$26.4K +201 +3%
MPM
1239
Meritage Portfolio Management
Kansas
$798K +$9.84K +75 +1%
BIG
1240
Boothe Investment Group
Delaware
$797K +$881K +6,711 New
FFA
1241
First Foundation Advisors
California
$795K -$4.33K -33 -0.5%
SPWM
1242
Straight Path Wealth Management
Michigan
$794K +$65.6K +500 +8%
Connor, Clark & Lunn Investment Management (CC&L)
1243
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$792K +$65.1K +496 +8%
TFF
1244
The Family Firm
Maryland
$791K +$874K +6,660 New
SIA
1245
Schechter Investment Advisors
Michigan
$789K -$266K -2,026 -23%
RIG
1246
Renaissance Investment Group
Massachusetts
$789K +$6.56K +50 +0.8%
HIM
1247
Hotaling Investment Management
Pennsylvania
$788K -$53.7K -409 -6%
MWA
1248
Meridian Wealth Advisors
Texas
$788K +$124K +942 +17%
MTCM
1249
Mint Tower Capital Management
Netherlands
$786K +$869K +6,618 New
TA
1250
TKG Advisors
Indiana
$785K +$644K +4,908 +289%

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.