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 %
BFA
1376
Beacon Financial Advisory
Ohio
$746K +$15.4K +109 +2%
HI
1377
Human Investing
Oregon
$741K -$216K -1,535 -23%
CA
1378
Cornerstone Advisory
Maryland
$739K +$423 +3 +0.1%
FWTB
1379
First Western Trust Bank
Colorado
$735K +$50.7K +360 +7%
SPC
1380
Stewart & Patten Company
California
$734K -$56.5K -401 -7%
DAM
1381
Derbend Asset Management
Georgia
$729K -$106K -752 -13%
MPWT
1382
MassMutual Private Wealth & Trust
Connecticut
$728K +$382K +2,712 +110%
PWM
1383
Prentice Wealth Management
New York
$728K -$3.66K -26 -0.5%
ZCA
1384
Zeke Capital Advisors
Pennsylvania
$727K -$1.41K -10 -0.2%
SXL
1385
Summit X LLC
Missouri
$727K +$223K +1,577 +44%
CFA
1386
Capstone Financial Advisors
Illinois
$725K -$12K -85 -2%
DDC
1387
DF Dent & Co
Maryland
$720K +$29.2K +207 +4%
EGM
1388
Engineers Gate Manager
New York
$719K +$719K +5,103 New
HPM
1389
Hoxton Planning & Management
West Virginia
$719K +$719K +5,100 New
JFL
1390
Jarislowsky, Fraser Ltd
Quebec, Canada
$719K
PIA
1391
Powell Investment Advisors
Florida
$718K +$7.61K +54 +1%
CWM
1392
Cranbrook Wealth Management
Michigan
$717K -$21.1K -150 -3%
LIA
1393
LS Investment Advisors
Michigan
$716K +$70.4K +500 +11%
SWM
1394
Sugarloaf Wealth Management
Georgia
$716K -$106K -753 -13%
WAG
1395
Winthrop Advisory Group
Massachusetts
$714K +$35.4K +251 +5%
GL
1396
Graypoint LLC
New York
$714K -$159K -1,127 -18%
PPP
1397
Private Portfolio Partners
New Jersey
$713K -$35.1K -249 -5%
CBC
1398
Coombe, Bender & Co
New York
$710K -$84.6K -600 -11%
BCM
1399
Boltwood Capital Management
California
$710K +$30.3K +215 +4%
HT
1400
Heritage Trust
Oklahoma
$707K +$15.2K +108 +2%