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 %
WAAG
1576
Wealth Alliance Advisory Group
Kansas
$528K +$125K +886 +31%
WA
1577
Wealth Architects
California
$528K -$3.1K -22 -0.6%
IDBONY
1578
Israel Discount Bank of New York
New York
$527K -$21.3K -151 -4%
SQA
1579
Simon Quick Advisors
New Jersey
$527K +$70.6K +501 +15%
DJSG
1580
D.J. St. Germain
Massachusetts
$527K +$172K +4,070 +48%
FMTC
1581
Farmers & Merchants Trust Company
California
$526K +$209K +1,481 +66%
4WM
1582
44 Wealth Management
Oregon
$526K +$117K +831 +29%
TLP
1583
Trinity Legacy Partners
Texas
$525K
CAM
1584
Cidel Asset Management
Ontario, Canada
$524K
TW
1585
TrinityPoint Wealth
Connecticut
$524K -$2.11K -15 -0.4%
YIA
1586
YHB Investment Advisors
Connecticut
$523K +$14.2K +101 +3%
FAG
1587
Fortitude Advisory Group
Washington
$523K
MIM
1588
Morningstar Investment Management
Illinois
$521K +$521K +3,700 New
CAL
1589
Capital Advisors Ltd
Ohio
$520K +$45.9K +340 +10%
CFS
1590
CRA Financial Services
New Jersey
$518K +$705 +5 +0.1%
CCM
1591
Cullen Capital Management
New York
$518K
STA
1592
Summit Trail Advisors
New York
$518K +$109K +773 +27%
CPP
1593
Capasso Planning Partners
South Carolina
$518K +$1.97K +14 +0.4%
WDG
1594
Wealth Dimensions Group
Ohio
$516K -$27.3K -194 -5%
WQ
1595
Wealth Quarterback
New Jersey
$516K +$25.8K +183 +5%
SSW
1596
Smith Shellnut Wilson
Mississippi
$515K -$10.1K -72 -2%
GP
1597
Geneva Partners
Wisconsin
$514K -$22.5K -160 -4%
MCM
1598
MV Capital Management
Maryland
$511K +$14.7K +104 +3%
HPG
1599
Harvest Portfolios Group
Ontario, Canada
$511K +$511K +3,625 New
CWP
1600
Core Wealth Partners
California
$511K +$511K +5,303 New