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 %
PPW
1276
Parcion Private Wealth
Washington
$888K
AWM
1277
Axxcess Wealth Management
California
$885K -$30.3K -215 -3%
PFSC
1278
Peoples Financial Services Corp
Pennsylvania
$885K -$113K -800 -11%
CTFG
1279
Capstone Triton Financial Group
Oklahoma
$885K +$22.4K +159 +3%
BFM
1280
Boston Financial Management
Massachusetts
$883K
PWW
1281
Pettyjohn Wood & White
Virginia
$877K
HIA
1282
Harbor Investment Advisory
Maryland
$873K -$44.7K -317 -5%
RAG
1283
RIA Advisory Group
Iowa
$873K +$873K +6,384 New
TA
1284
Tectonic Advisors
Texas
$872K +$68.1K +483 +8%
AFA
1285
Abacus FCF Advisors
Florida
$869K -$19.4K -138 -2%
BHPW
1286
Beverly Hills Private Wealth
California
$868K +$868K +6,160 New
WA
1287
Wealth Alliance
New York
$864K -$39.4K -280 -4%
CL
1288
Choreo LLC
Illinois
$861K +$53.9K +382 +7%
VCS
1289
Vaughan & Co Securities
New Jersey
$861K -$39.2K -278 -4%
PFG
1290
Peterson Financial Group
Iowa
$861K -$414K -2,937 -32%
SAM
1291
Summit Asset Management
Tennessee
$859K -$1.83K -13 -0.2%
GCMG
1292
Gyroscope Capital Management Group
Florida
$855K +$20K +142 +2%
BFG
1293
Beacon Financial Group
Texas
$855K +$23K +163 +3%
IRC
1294
Investors Research Corp
Georgia
$854K -$10.6K -75 -1%
LSA
1295
Lion Street Advisors
Texas
$851K -$209K -1,674 -20%
GIP
1296
Granite Investment Partners
California
$849K
JPLA
1297
Joseph P. Lucia & Associates
New York
$849K +$438K +3,111 +107%
AWA
1298
Arkadios Wealth Advisors
Georgia
$848K -$10.7K -76 -1%
SIM
1299
Sentry Investment Management
Wisconsin
$847K -$6.77K -48 -0.8%
NWM
1300
Northcape Wealth Management
New York
$844K -$1.42M -10,075 -63%