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 %
PHS
1326
Pekin Hardy Strauss
Illinois
$817K
CI
1327
CX Institutional
Indiana
$816K +$318K +2,254 +64%
CSC
1328
Caldwell Sutter Capital
California
$815K +$815K +5,787 New
FCM
1329
Firestone Capital Management
Florida
$815K
BOPW
1330
Brandywine Oak Private Wealth
Pennsylvania
$814K -$188K -1,333 -19%
IWA
1331
Intercontinental Wealth Advisors
Texas
$814K +$23K +163 +3%
TPWA
1332
TRUE Private Wealth Advisors
Oregon
$810K +$1.55K +11 +0.2%
BWM
1333
Baystate Wealth Management
Massachusetts
$809K +$9.44K +67 +1%
CAI
1334
Capital Advisors Inc
Oklahoma
$807K +$39.4K +280 +5%
LAM
1335
L2 Asset Management
Massachusetts
$807K +$36.5K +259 +5%
CIG
1336
Cascade Investment Group
Colorado
$806K +$806K +5,724 New
RIG
1337
Renaissance Investment Group
Massachusetts
$802K -$35.2K -250 -4%
IBOK
1338
Independence Bank of Kentucky
Kentucky
$802K -$56.8K -403 -7%
GC
1339
Gratus Capital
Georgia
$801K -$27.3K -194 -3%
DEA
1340
DoubleLine ETF Adviser
Florida
$800K +$800K +5,679 New
SC
1341
Sawyer & Company
Massachusetts
$799K +$6.62K +47 +0.8%
PL
1342
Plancorp LLC
Missouri
$799K +$29.4K +209 +4%
CCFM
1343
Clear Creek Financial Management
Washington
$797K +$4.37K +31 +0.6%
MVA
1344
Mount Vernon Associates
Maryland
$797K
CCMG
1345
Clark Capital Management Group
Pennsylvania
$796K
CSI
1346
Cross Staff Investments
New York
$796K
RVPG
1347
Relative Value Partners Group
$795K -$62.3K -442 -7%
TFS
1348
TrustCore Financial Services
Tennessee
$795K +$2.68K +19 +0.3%
AIC
1349
Archer Investment Corporation
Indiana
$794K -$36.9K -262 -4%
BMC
1350
Benin Management Corp
Connecticut
$788K -$69.7K -495 -8%