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 %
DIM
1401
Delta Investment Management
California
$706K +$2.4K +17 +0.3%
HFS
1402
Heritage Financial Services
Massachusetts
$703K -$3.1K -22 -0.4%
ATWA
1403
Arbor Trust Wealth Advisors
Michigan
$703K -$564 -4 -0.1%
DAM
1404
Delta Asset Management
Tennessee
$703K -$21.8K -155 -3%
DFG
1405
Delta Financial Group
New Jersey
$701K +$701K +4,923 New
MSS
1406
Mitchell Sinkler & Starr
Pennsylvania
$701K +$326K +2,317 +87%
JGIA
1407
Jackson Grant Investment Advisers
Connecticut
$700K +$1.55K +11 +0.2%
GFS
1408
GYL Financial Synergies
Connecticut
$700K +$50K +355 +8%
GBT
1409
Grove Bank & Trust
Florida
$699K
PC
1410
Port Capital
Illinois
$698K +$25.6K +182 +4%
CWM
1411
Connecticut Wealth Management
Connecticut
$698K -$137K -969 -16%
PP
1412
Patten & Patten
Tennessee
$696K -$52.3K -371 -7%
FCIM
1413
Fairview Capital Investment Management
California
$695K
SWA
1414
Sax Wealth Advisors
New Jersey
$694K -$26.5K -188 -4%
BIC
1415
Beach Investment Counsel
Pennsylvania
$691K
AP
1416
Atwood & Palmer
Missouri
$690K
CHJWM
1417
Carlton Hofferkamp & Jenks Wealth Management
Texas
$690K +$1.21K +9 +0.2%
HWA
1418
Heartwood Wealth Advisors
Virginia
$690K -$24.7K -175 -3%
PMFA
1419
Plante Moran Financial Advisors
Michigan
$689K +$5.92K +42 +0.9%
CA
1420
Continuum Advisory
Idaho
$688K +$10.1K +72 +1%
FBC
1421
Fairfield, Bush & Co
Connecticut
$688K
HT
1422
HighTower Trust
Texas
$687K +$687K +4,909 New
YWP
1423
YorkBridge Wealth Partners
New York
$686K
TPWM
1424
Twelve Points Wealth Management
Massachusetts
$685K +$3.24K +23 +0.5%
FAM
1425
Fenimore Asset Management
New York
$685K