2,277 hedge funds and large institutions have $62.5B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,049 increasing their positions, 796 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
-89
Holders Change %
-3.76%
% of All Funds
39.37%
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
1,049
Reduced
796
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$813M
Net Calls Change
+$692M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
1476
Addison Advisors
Vermont
$521K -$39.8K -335 -7%
FSA
1477
Financial Sense Advisors
California
$521K +$3.68K +31 +0.7%
WP
1478
WealthSource Partners
California
$520K -$31.6K -266 -6%
IFWM
1479
Institute for Wealth Management
Colorado
$520K +$9.39K +79 +2%
AWS
1480
Arkfeld Wealth Strategies
Nebraska
$520K +$30.3K +253 +6%
PS
1481
Planned Solutions
California
$518K
SFG
1482
SNS Financial Group
Minnesota
$516K +$3.45K +29 +0.7%
PI
1483
Putnam Investments
Massachusetts
$516K +$79.4K +668 +18%
WEG
1484
World Equity Group
Illinois
$514K +$51.1K +430 +11%
PAM
1485
Premier Asset Management
Illinois
$513K -$244K -2,055 -32%
BWM
1486
BerganKDV Wealth Management
Minnesota
$513K -$114K -961 -18%
NCM
1487
Novare Capital Management
North Carolina
$511K +$241K +2,026 +89%
KFS
1488
Kurt F. Somerville
$510K +$107K +900 +26%
P
1489
Pitcairn
Pennsylvania
$509K -$36.9K -311 -7%
CWM
1490
Campbell Wealth Management
Virginia
$509K +$309K +2,602 +155%
CIA
1491
Choate Investment Advisors
Massachusetts
$508K -$22.5K -190 -4%
OIM
1492
Oder Investment Management
California
$508K +$4.28K +36 +0.8%
TFS
1493
Thoroughbred Financial Services
Tennessee
$506K -$44K -371 -8%
LIA
1494
LBMC Investment Advisors
Tennessee
$505K +$2.38K +20 +0.5%
TGAM
1495
TBH Global Asset Management
Tennessee
$504K -$32.3K -272 -6%
CGA
1496
Crescent Grove Advisors
Illinois
$501K -$264K -2,221 -34%
PWM
1497
Palumbo Wealth Management
New York
$500K -$17.7K -149 -3%
SWMP
1498
Signature Wealth Management Partners
New Jersey
$500K
PM
1499
Penbrook Management
New York
$499K -$22K -185 -4%
AIA
1500
Armor Investment Advisors
North Carolina
$499K -$356 -3 -0.1%