2,277 hedge funds and large institutions have $62.5B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,049 increasing their positions, 796 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
-89
Holders Change %
-3.76%
% of All Funds
39.37%
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
1,049
Reduced
796
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$813M
Net Calls Change
+$692M
Name Holding Trade Value Shares
Change
Shares
Change %
EFI
1376
EHP Funds Inc
Canada
$618K +$618K +5,200 New
PWM
1377
Prentice Wealth Management
New York
$617K +$617K +5,191 New
BFA
1378
Beacon Financial Advisory
Ohio
$616K -$80K -674 -11%
PJSIMP
1379
P.J. Schmidt Investment Management (PJS)
Wisconsin
$616K -$55.2K -425 -8%
WIM
1380
WealthPlan Investment Management
Nebraska
$616K +$616K +4,182 New
ZCA
1381
Zeke Capital Advisors
Pennsylvania
$615K +$19.7K +166 +3%
DAM
1382
Delta Asset Management
Tennessee
$611K -$44.1K -371 -7%
FMB
1383
Field & Main Bank
Kentucky
$611K -$9.98K -84 -2%
MA
1384
MJP Associates
Connecticut
$611K -$1.07K -9 -0.2%
WPC
1385
Wedmont Private Capital
Pennsylvania
$608K +$16K +135 +3%
SWA
1386
Sax Wealth Advisors
New Jersey
$607K -$119 -1 -0%
OPCM
1387
Osborne Partners Capital Management
California
$607K +$35.5K +299 +6%
NCM
1388
NCM Capital Management
New Jersey
$606K -$23.8K -200 -4%
JFL
1389
Jarislowsky, Fraser Ltd
Quebec, Canada
$605K
KWMG
1390
King Wealth Management Group
Florida
$605K +$271K +2,279 +81%
SFG
1391
Steward Financial Group
Texas
$604K -$831 -7 -0.1%
PG
1392
Patten Group
Tennessee
$604K +$40.1K +337 +7%
HWA
1393
Heartwood Wealth Advisors
Virginia
$602K +$89.5K +754 +17%
ATWA
1394
Arbor Trust Wealth Advisors
Michigan
$599K +$18K +150 +3%
PIA
1395
Powell Investment Advisors
Florida
$599K +$142K +1,199 +31%
EWM
1396
Empirical Wealth Management
Washington
$598K -$254K -2,142 -30%
HFS
1397
Heritage Financial Services
Massachusetts
$595K -$49.7K -419 -8%
WA
1398
WBH Advisory
Maryland
$594K +$34.1K +287 +6%
Los Angeles Capital Management
1399
Los Angeles Capital Management
California
$593K -$585K -4,920 -50%
DIM
1400
Delta Investment Management
California
$593K +$475 +4 +0.1%