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 %
WAG
1551
Wallace Advisory Group
California
$551K +$551K +3,909 New
WP
1552
WMS Partners
Maryland
$550K +$32K +227 +6%
NPF
1553
Norris Perne & French
Michigan
$546K -$6.9K -49 -1%
GSB
1554
Greenfield Savings Bank
Massachusetts
$545K +$1.13K +8 +0.2%
MIM
1555
MTM Investment Management
South Carolina
$544K +$11.4K +81 +2%
PAS
1556
Professional Advisory Services
Florida
$544K
NHT
1557
New Hampshire Trust
New Hampshire
$544K +$544K +3,861 New
RFP
1558
Roth Financial Partners
Texas
$543K
CHC
1559
City Holding Co
West Virginia
$543K -$106K -750 -16%
NFC
1560
Northeast Financial Consultants
Connecticut
$543K +$564 +4 +0.1%
EGA
1561
E&G Advisors
Texas
$542K -$2.82K -20 -0.5%
PAM
1562
Premier Asset Management
Illinois
$541K -$66.9K -475 -11%
AA
1563
Advisory Alpha
Michigan
$541K +$23.5K +167 +5%
PMEF
1564
Point72 Middle East FZE
United Arab Emirates
$537K +$537K +3,810 New
WWC
1565
Waypoint Wealth Counsel
Georgia
$535K +$535K +3,801 New
RIM
1566
Reliant Investment Management
Tennessee
$535K -$56.4K -400 -10%
FA
1567
FDx Advisors
Illinois
$535K +$231K +1,642 +76%
MPIA
1568
Mountain Pacific Investment Advisers
Idaho
$533K
MLA
1569
MB, Levis & Associates
Pennsylvania
$532K +$532K +3,776 New
EF
1570
Empowered Funds
Pennsylvania
$532K +$532K +3,775 New
SCA
1571
SMH Capital Advisors
Texas
$531K +$11.8K +84 +2%
TVAMP
1572
Tennessee Valley Asset Management Partners
Tennessee
$530K +$5.07K +36 +1%
CPA
1573
Court Place Advisors
Maryland
$530K -$4.79K -34 -0.9%
WA1
1574
Wimmer Associates 1
California
$530K -$9.86K -70 -2%
CHA
1575
Carmichael Hill & Associates
Maryland
$529K +$282 +2 +0.1%