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 %
BWA
1301
Burt Wealth Advisors
Maryland
$843K +$71K +504 +9%
IWA
1302
IVC Wealth Advisors
Pennsylvania
$842K +$15.9K +113 +2%
CAGAS
1303
Capital Advisory Group Advisory Services
Minnesota
$842K -$20.1K -143 -2%
MCM
1304
Manchester Capital Management
Vermont
$841K
RMA
1305
Roffman Miller Associates
Pennsylvania
$840K -$3.38K -24 -0.4%
FCB
1306
First County Bank
Connecticut
$840K +$840K +5,959 New
VWM
1307
Venturi Wealth Management
Texas
$839K -$11.4K -81 -1%
WC
1308
Weil Company
California
$836K +$141 +1 +0%
PCM
1309
Piedmont Capital Management
Montana
$836K +$31.8K +226 +4%
ACA
1310
Aptus Capital Advisors
Alabama
$833K +$1.55K +11 +0.2%
UCI
1311
Uncommon Cents Investing
Wisconsin
$833K +$5.64K +40 +0.7%
LOAMS
1312
Lombard Odier Asset Management (Switzerland)
Switzerland
$832K +$443K +3,147 +114%
IA
1313
Icon Advisers
Colorado
$831K +$831K +5,900 New
FPGT
1314
Financial Partners Group (Tennessee)
Tennessee
$830K +$830K +5,890 New
SB
1315
Strategic Blueprint
Georgia
$829K +$17.9K +127 +2%
OPPS
1316
Obsidian Personal Planning Solutions
Maryland
$827K
SCA
1317
St. Clair Advisors
Ohio
$826K +$826K +5,861 New
BPCE
1318
Bank Pictet & Cie (Europe)
Germany
$826K
SWA
1319
SFMG Wealth Advisors
Texas
$824K -$8.45K -60 -1%
MSCM
1320
McElhenny Sheffield Capital Management
Texas
$820K -$13.9K -99 -2%
WP
1321
WealthSpring Partners
California
$820K +$46.2K +328 +6%
RBFC
1322
Roman Butler Fullerton & Co
Missouri
$819K +$107K +735 +15%
HVM
1323
Harvest Volatility Management
Connecticut
$819K -$172K -1,219 -17%
AWM
1324
Accurate Wealth Management
Florida
$818K +$127K +877 +18%
CPIA
1325
Cornell Pochily Investment Advisors
New York
$817K -$723K -5,129 -47%