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 %
GWA
1451
GGM Wealth Advisors
Maryland
$657K -$15.6K -109 -2%
MLA
1452
My Legacy Advisors
Oregon
$657K +$215K +1,570 +49%
CSB
1453
City State Bank
Iowa
$656K
LFG
1454
Larson Financial Group
Missouri
$656K +$177K +1,257 +37%
CPIG
1455
Chicago Partners Investment Group
Illinois
$655K +$2.99K +22 +0.5%
MF
1456
Manchester Financial
California
$655K
OIM
1457
Oder Investment Management
California
$654K +$51.1K +363 +8%
TFS
1458
Thoroughbred Financial Services
Tennessee
$653K +$52.6K +374 +9%
AF
1459
Apexium Financial
Texas
$653K -$31.7K -225 -5%
SPP
1460
Single Point Partners
Massachusetts
$649K +$649K +4,608 New
EA
1461
Emerald Advisors
Washington
$649K -$51.1K -363 -7%
SOS
1462
Silver Oak Securities
Tennessee
$647K +$55.9K +397 +9%
TA
1463
TrueWealth Advisors
Alabama
$647K +$82.3K +584 +15%
EWM
1464
Empirical Wealth Management
Washington
$646K -$64K -454 -9%
SF
1465
SBK Financial
Virginia
$645K
CF
1466
Copperwynd Financial
Arizona
$645K -$3.95K -28 -0.6%
CRWM
1467
Castle Rock Wealth Management
California
$643K
NCM
1468
NCM Capital Management
New Jersey
$641K -$77.5K -550 -11%
HWM
1469
Hohimer Wealth Management
Washington
$641K +$641K +4,549 New
JSW
1470
Journey Strategic Wealth
New Jersey
$639K +$63.7K +452 +11%
TT
1471
TI-Trust
Illinois
$637K -$14.1K -100 -2%
BONH
1472
Bank of New Hampshire
New Hampshire
$637K -$5.64K -40 -0.9%
AWA
1473
Amplius Wealth Advisors
Pennsylvania
$634K -$9.44K -67 -1%
BRM
1474
Boston Research & Management
Massachusetts
$633K
RPCONE
1475
Retirement Planning Company of New England
Rhode Island
$632K +$1.55K +11 +0.2%