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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
BFC
1451
Bedel Financial Consulting
Indiana
$564K +$69.9K +533 +15%
CRWM
1452
Castle Rock Wealth Management
California
$563K -$52.5K -400 -8%
AP
1453
Advisors Preferred
Maryland
$559K -$24.1K -184 -4%
CCC
1454
Chelsea Counsel Company
California
$558K
PCA
1455
Peddock Capital Advisors
Massachusetts
$555K +$71.3K +543 +13%
CSB
1456
City State Bank
Iowa
$553K -$10.5K -80 -2%
MF
1457
Manchester Financial
California
$552K -$2.1K -16 -0.3%
QCG
1458
Quadrant Capital Group
Ohio
$551K -$171K -1,303 -22%
TT
1459
TI-Trust
Illinois
$549K
GFS
1460
GYL Financial Synergies
Connecticut
$548K +$13.1K +100 +2%
GWS
1461
Glassman Wealth Services
Virginia
$548K +$14K +107 +2%
CF
1462
Copperwynd Financial
Arizona
$547K -$13.5K -103 -2%
CHC
1463
City Holding Co
West Virginia
$547K
LIA
1464
LS Investment Advisors
Michigan
$545K -$112K -850 -16%
EWS
1465
Evergreen Wealth Solutions
Pennsylvania
$544K -$262K -1,993 -30%
SF
1466
SBK Financial
Virginia
$544K +$145K +1,102 +32%
TCM
1467
Twin Capital Management
Pennsylvania
$543K -$5.12K -39 -0.8%
BONH
1468
Bank of New Hampshire
New Hampshire
$542K
AWA
1469
Amplius Wealth Advisors
Pennsylvania
$542K +$4.33K +33 +0.7%
CCB
1470
Cutter & Co Brokerage
Missouri
$540K +$20.2K +154 +4%
ECG
1471
Edge Capital Group
Georgia
$539K +$4.33K +33 +0.7%
IP
1472
Ignite Planners
California
$537K +$187K +1,428 +48%
MSE
1473
MUFG Securities EMEA
United Kingdom
$536K +$143K +1,090 +32%
BRM
1474
Boston Research & Management
Massachusetts
$534K
BDFN
1475
Bond & Devick Financial Network
Minnesota
$533K -$6.56K -50 -1%

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.