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 %
EWA
1251
Etesian Wealth Advisors
Oregon
$916K +$916K +6,500 New
I
1252
INVST
Indiana
$915K -$1.21K -9 -0.1%
AP
1253
Appleton Partners
Massachusetts
$915K -$185K -1,311 -17%
CNBTD
1254
Citizens National Bank Trust Department
Mississippi
$914K
QCG
1255
Quadrant Capital Group
Ohio
$914K +$260K +1,846 +40%
DI
1256
DFPG Investments
Utah
$913K +$648K +4,462 +245%
JWM
1257
Jeppson Wealth Management
California
$911K -$9.72K -69 -1%
GCP
1258
GSA Capital Partners
United Kingdom
$908K +$908K +6,448 New
IIM
1259
Ironwood Investment Management
Massachusetts
$908K -$129K -915 -12%
MWA
1260
Meridian Wealth Advisors
Texas
$906K -$28K -199 -3%
ATC
1261
Adirondack Trust Company
New York
$906K
PG
1262
Patten Group
Tennessee
$904K +$188K +1,334 +26%
CHP
1263
Cable Hill Partners
Oregon
$900K +$95.4K +677 +12%
WFG
1264
Wills Financial Group
Virginia
$900K
FFA
1265
Founders Financial Alliance
North Carolina
$898K -$152K -1,082 -15%
HW
1266
Hancock Whitney
Mississippi
$896K -$98.1K -696 -10%
WPC
1267
Wedmont Private Capital
Pennsylvania
$896K +$161K +1,117 +22%
XT
1268
XTX Topco
Cayman Islands
$895K +$895K +6,352 New
TGAM
1269
TBH Global Asset Management
Tennessee
$894K +$296K +2,104 +50%
KMWM
1270
Keudell/Morrison Wealth Management
Oregon
$892K -$986 -7 -0.1%
CAC
1271
Certified Advisory Corp
Florida
$892K -$6.9K -49 -0.8%
PCS
1272
Personal CFO Solutions
New Jersey
$891K +$83K +589 +10%
ET
1273
Equitable Trust
Tennessee
$890K -$121K -856 -12%
PWP
1274
Perfromance Wealth Partners
Illinois
$889K -$14.4K -102 -2%
MA
1275
MBA Advisors
Pennsylvania
$888K +$11K +78 +1%