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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
RPCONE
1476
Retirement Planning Company of New England
Rhode Island
$531K +$33.6K +256 +6%
WA1
1477
Wimmer Associates 1
California
$530K -$5.25K -40 -1%
REMPR
1478
Roof Eidam Maycock Peralta (REMP)
California
$527K
WAOI
1479
Wealth Advisors of Iowa
Iowa
$525K -$1.24M -9,415 -68%
MPCG
1480
Matrix Private Capital Group
New York
$523K -$5.25K -40 -0.9%
PFM
1481
Parsec Financial Management
North Carolina
$522K -$50.7K -386 -8%
FF
1482
FourThought Financial
Florida
$521K -$113K -858 -16%
AA
1483
Addison Advisors
Vermont
$521K -$44K -335 -7%
FSA
1484
Financial Sense Advisors
California
$521K +$4.07K +31 +0.7%
WP
1485
WealthSource Partners
California
$520K -$34.9K -266 -6%
IFWM
1486
Institute for Wealth Management
Colorado
$520K +$10.4K +79 +2%
AWS
1487
Arkfeld Wealth Strategies
Nebraska
$520K +$33.2K +253 +6%
PS
1488
Planned Solutions
California
$518K
SFG
1489
SNS Financial Group
Minnesota
$516K +$3.81K +29 +0.7%
PI
1490
Putnam Investments
Massachusetts
$516K +$87.7K +668 +18%
WEG
1491
World Equity Group
Illinois
$514K +$56.4K +430 +11%
PAM
1492
Premier Asset Management
Illinois
$513K -$270K -2,055 -32%
BWM
1493
BerganKDV Wealth Management
Minnesota
$513K -$126K -961 -18%
NCM
1494
Novare Capital Management
North Carolina
$511K +$266K +2,026 +89%
KFS
1495
Kurt F. Somerville
$510K +$118K +900 +26%
P
1496
Pitcairn
Pennsylvania
$509K -$40.8K -311 -7%
CWM
1497
Campbell Wealth Management
Virginia
$509K +$341K +2,602 +155%
CIA
1498
Choate Investment Advisors
Massachusetts
$508K -$24.9K -190 -4%
OIM
1499
Oder Investment Management
California
$508K +$4.72K +36 +0.8%
TFS
1500
Thoroughbred Financial Services
Tennessee
$506K -$48.7K -371 -8%

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.