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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
LGA
1426
Lebenthal Global Advisors
New York
$580K +$94.8K +722 +17%
FAM
1427
Fenimore Asset Management
New York
$578K
RBFC
1428
Roman Butler Fullerton & Co
Missouri
$578K +$3.41K +26 +0.5%
YWP
1429
YorkBridge Wealth Partners
New York
$578K +$5.91K +45 +0.9%
WFA
1430
Wipfli Financial Advisors
Wisconsin
$578K +$639K +4,868 New
GAM
1431
Gotham Asset Management
New York
$577K -$4.95M -37,711 -89%
FWTB
1432
First Western Trust Bank
Colorado
$577K +$78.7K +600 +14%
AF
1433
Apexium Financial
Texas
$577K +$94.6K +721 +17%
PMFA
1434
Plante Moran Financial Advisors
Michigan
$576K -$92K -701 -13%
AAS
1435
Annex Advisory Services
Wisconsin
$576K -$1.57K -12 -0.2%
CPC
1436
Congress Park Capital
New York
$575K -$16.4K -125 -3%
TPWM
1437
Twelve Points Wealth Management
Massachusetts
$575K +$26.6K +203 +4%
EHC
1438
Everett Harris & Co
California
$574K
BCM
1439
Boltwood Capital Management
California
$573K +$68.2K +520 +12%
MG
1440
Mather Group
Illinois
$573K +$168K +1,277 +36%
TCM
1441
Telos Capital Management
California
$572K -$59.1K -450 -9%
WAG
1442
Winthrop Advisory Group
Massachusetts
$572K +$262 +2 +0%
CA
1443
Continuum Advisory
Idaho
$572K +$1.31K +10 +0.2%
FIA
1444
Foundations Investment Advisors
Arizona
$571K +$325K +2,480 +107%
RZH
1445
Relyea Zuckerberg Hanson
Connecticut
$570K +$157K +1,193 +33%
PC
1446
Port Capital
Illinois
$567K -$34.3K -261 -5%
BTW
1447
Boston Trust Walden
Massachusetts
$567K -$26.2K -200 -4%
BEC
1448
Blue Edge Capital
Virginia
$566K
JF
1449
Jump Financial
Illinois
$565K -$285K -2,169 -31%
CFO
1450
Collective Family Office
Pennsylvania
$565K -$22.4K -171 -3%

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.