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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
DAM
1301
Derbend Asset Management
Georgia
$705K +$787 +6 +0.1%
WC
1302
Weil Company
California
$705K +$36.9K +281 +5%
GCMG
1303
Gyroscope Capital Management Group
Florida
$704K -$22.4K -171 -3%
CWM
1304
Connecticut Wealth Management
Connecticut
$704K -$14.8K -113 -2%
MSCM
1305
McElhenny Sheffield Capital Management
Texas
$704K
RWP
1306
RWA Wealth Partners
Massachusetts
$704K +$14K +107 +2%
SEEDPG
1307
S.E.E.D. Planning Group
New York
$703K -$5.77K -44 -0.7%
ACA
1308
Aptus Capital Advisors
Alabama
$701K +$305K +2,327 +65%
AIC
1309
Archer Investment Corporation
Indiana
$700K +$42.1K +321 +6%
MW
1310
Marcum Wealth
Ohio
$700K +$113K +864 +17%
BB
1311
Berkshire Bank
Massachusetts
$699K
HI
1312
Hoey Investments
Pennsylvania
$699K +$116K +885 +18%
UCI
1313
Uncommon Cents Investing
Wisconsin
$698K
GC
1314
Gratus Capital
Georgia
$698K +$15K +114 +2%
ACM
1315
AlphaCrest Capital Management
New York
$698K +$191K +1,452 +33%
OPPS
1316
Obsidian Personal Planning Solutions
Maryland
$697K
IWA
1317
IVC Wealth Advisors
Pennsylvania
$697K +$23K +175 +3%
BPCE
1318
Bank Pictet & Cie (Europe)
Germany
$696K +$769K +5,860 New
SWA
1319
SFMG Wealth Advisors
Texas
$694K +$2.23K +17 +0.3%
SWM
1320
Sugarloaf Wealth Management
Georgia
$694K +$111K +847 +17%
PHS
1321
Pekin Hardy Strauss
Illinois
$689K
FCM
1322
Firestone Capital Management
Florida
$687K -$65.6K -500 -8%
PCMM
1323
Piedmont Capital Management (Montana)
Montana
$684K -$11.2K -85 -1%
SB
1324
Strategic Blueprint
Georgia
$684K +$42.9K +327 +6%
TPWA
1325
TRUE Private Wealth Advisors
Oregon
$681K -$96.6K -736 -11%

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.