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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
PCS
1326
Personal CFO Solutions
New Jersey
$681K +$29.4K +224 +4%
CHP
1327
Cable Hill Partners
Oregon
$679K +$3.41K +26 +0.5%
CL
1328
Choreo LLC
Illinois
$679K +$24.4K +186 +3%
PWPS
1329
Pinnacle Wealth Planning Services
Ohio
$678K -$97.6K -744 -12%
TA
1330
Tectonic Advisors
Texas
$678K +$87.8K +669 +13%
LFA
1331
Legacy Financial Advisors
Kentucky
$676K -$107K -815 -13%
BWM
1332
Baystate Wealth Management
Massachusetts
$675K +$8.4K +64 +1%
HR
1333
Howe & Rusling
New York
$675K +$66.9K +510 +10%
MVA
1334
Mount Vernon Associates
Maryland
$672K
CSI
1335
Cross Staff Investments
New York
$671K
CCMG
1336
Clark Capital Management Group
Pennsylvania
$671K +$63.6K +485 +9%
CBC
1337
Coombe, Bender & Co
New York
$670K -$14.6K -111 -2%
CCFM
1338
Clear Creek Financial Management
Washington
$669K +$7.22K +55 +1%
SC
1339
Sawyer & Company
Massachusetts
$668K -$4.59K -35 -0.6%
TFS
1340
TrustCore Financial Services
Tennessee
$668K +$30.7K +234 +4%
SPC
1341
Stewart & Patten Company
California
$667K -$112K -855 -13%
IWA
1342
Intercontinental Wealth Advisors
Texas
$667K -$102K -777 -12%
AIP
1343
Almanack Investment Partners
Pennsylvania
$667K +$157K +1,194 +27%
CHJWM
1344
Carlton Hofferkamp & Jenks Wealth Management
Texas
$666K -$24K -183 -3%
9WM
1345
9258 Wealth Management
Ohio
$664K +$27.2K +207 +4%
CPIG
1346
Chicago Partners Investment Group
Illinois
$664K +$203K +1,546 +47%
H
1347
HoyleCohen
California
$663K +$13.4K +102 +2%
CI
1348
Conning Inc
Connecticut
$662K -$135K -1,029 -16%
P
1349
&Partners
Tennessee
$661K -$15K -114 -2%
FFN
1350
Focus Financial Network
Minnesota
$658K +$5.91K +45 +0.8%

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.