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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
PPP
1376
Private Portfolio Partners
New Jersey
$631K +$18.2K +139 +3%
AIP
1377
ARS Investment Partners
New York
$626K -$11.4M -87,087 -94%
GWA
1378
GGM Wealth Advisors
Maryland
$625K +$5.51K +42 +0.9%
CA
1379
Cornerstone Advisory
Maryland
$623K
CWM
1380
Cranbrook Wealth Management
Michigan
$622K +$131 +1 +0%
CFA
1381
Capstone Financial Advisors
Illinois
$621K -$18.9K -144 -3%
SFS
1382
Strategic Financial Services
New York
$619K -$5.77K -44 -0.8%
EFI
1383
EHP Funds Inc
Canada
$618K +$682K +5,200 New
PWM
1384
Prentice Wealth Management
New York
$617K +$681K +5,191 New
BFA
1385
Beacon Financial Advisory
Ohio
$616K -$88.5K -674 -11%
PJSIMP
1386
P.J. Schmidt Investment Management (PJS)
Wisconsin
$616K -$55.8K -425 -8%
WIM
1387
WealthPlan Investment Management
Nebraska
$616K +$549K +4,182 New
ZCA
1388
Zeke Capital Advisors
Pennsylvania
$615K +$21.8K +166 +3%
DAM
1389
Delta Asset Management
Tennessee
$611K -$48.7K -371 -7%
FMB
1390
Field & Main Bank
Kentucky
$611K -$11K -84 -2%
MA
1391
MJP Associates
Connecticut
$611K -$1.18K -9 -0.2%
WPC
1392
Wedmont Private Capital
Pennsylvania
$608K +$17.7K +135 +3%
SWA
1393
Sax Wealth Advisors
New Jersey
$607K -$131 -1 -0%
OPCM
1394
Osborne Partners Capital Management
California
$607K +$39.2K +299 +6%
NCM
1395
NCM Capital Management
New Jersey
$606K -$26.2K -200 -4%
JFL
1396
Jarislowsky, Fraser Ltd
Quebec, Canada
$605K
KWMG
1397
King Wealth Management Group
Florida
$605K +$299K +2,279 +81%
SFG
1398
Steward Financial Group
Texas
$604K -$919 -7 -0.1%
PG
1399
Patten Group
Tennessee
$604K +$44.2K +337 +7%
HWA
1400
Heartwood Wealth Advisors
Virginia
$602K +$99K +754 +17%

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.