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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
VI
1251
Versor Investments
New York
$785K +$867K +6,606 New
NAS
1252
Nicolet Advisory Services
Wisconsin
$782K +$122K +931 +16%
MSFS
1253
Main Street Financial Solutions
Pennsylvania
$781K -$5.91K -45 -0.7%
AIM
1254
Aspen Investment Management
Michigan
$780K +$115K +874 +15%
TAM
1255
Todd Asset Management
Kentucky
$779K +$13.8K +105 +2%
SCM
1256
Silvant Capital Management
Georgia
$776K
JWM
1257
Jeppson Wealth Management
California
$776K +$254K +1,937 +42%
HIA
1258
Harbor Investment Advisory
Maryland
$774K +$12.7K +97 +2%
HHAA
1259
Henry H. Armstrong Associates
Pennsylvania
$773K
NSAM
1260
North Star Asset Management
Wisconsin
$773K +$128K +979 +18%
AWM
1261
Axxcess Wealth Management
California
$772K +$95.7K +729 +13%
CNBTD
1262
Citizens National Bank Trust Department
Mississippi
$771K
CGL
1263
Clarius Group LLC
Washington
$767K +$177K +1,352 +26%
ATC
1264
Adirondack Trust Company
New York
$764K -$10.2K -78 -1%
MAM
1265
Mystic Asset Management
Rhode Island
$764K +$54.9K +418 +7%
WA
1266
Wealth Alliance
New York
$762K -$129K -982 -13%
PWP
1267
Perfromance Wealth Partners
Illinois
$762K
VCS
1268
Vaughan & Co Securities
New Jersey
$759K -$16.8K -128 -2%
WFG
1269
Wills Financial Group
Virginia
$759K
CAC
1270
Certified Advisory Corp
Florida
$757K +$3.02K +23 +0.4%
KMWM
1271
Keudell/Morrison Wealth Management
Oregon
$753K +$6.69K +51 +0.8%
TWM
1272
Thrive Wealth Management
Pennsylvania
$751K +$120K +911 +17%
AFA
1273
Abacus FCF Advisors
Florida
$749K -$400K -3,048 -33%
PPW
1274
Parcion Private Wealth
Washington
$749K
ACS
1275
Archford Capital Strategies
Illinois
$747K +$11.3K +86 +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.