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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
BCFD
1626
Boit C.F. David
$415K +$459K +3,496 New
GI
1627
Gradient Investments
Minnesota
$414K -$10.5K -80 -2%
XWM
1628
Xcel Wealth Management
Florida
$414K +$17.7K +135 +4%
WQ
1629
Wealth Quarterback
New Jersey
$413K +$12.2K +93 +3%
AW
1630
ACG Wealth
Georgia
$413K +$13.9K +106 +3%
ST
1631
Sabal Trust
Florida
$413K +$65.5K +499 +17%
FCB
1632
First Command Bank
Texas
$412K
FCFS
1633
First Command Financial Services
Texas
$412K
CA
1634
Callahan Advisors
Texas
$411K +$54.6K +416 +14%
AI
1635
Accredited Investors
Minnesota
$411K +$121K +919 +36%
Q
1636
QVR
California
$410K +$390K +2,970 +614%
MIG
1637
McGuire Investment Group
Rhode Island
$408K -$11K -84 -2%
BA
1638
Ballast Advisors
Minnesota
$408K +$262 +2 +0.1%
AWM
1639
Atticus Wealth Management
Florida
$407K
NCM
1640
New Capital Management
Texas
$407K
SFG
1641
StrategIQ Financial Group
Indiana
$405K +$5.77K +44 +1%
THWM
1642
Taylor Hoffman Wealth Management
Virginia
$404K
LFG
1643
Larson Financial Group
Missouri
$403K +$106K +805 +31%
VNA
1644
Valley National Advisers
Pennsylvania
$402K +$43.4K +331 +11%
CAN
1645
Claraphi Advisory Network
United States
$401K -$1.68M -12,806 -79%
MTC
1646
McDaniel Terry & Co
Texas
$400K
BFG
1647
Baron Financial Group
New Jersey
$400K +$787 +6 +0.2%
CCFCSB
1648
Cape Cod Five Cents Savings Bank
Massachusetts
$399K -$17.1K -130 -4%
IF
1649
Intrua Financial
Texas
$398K -$363K -2,764 -45%
W
1650
Wealthquest
Ohio
$397K -$64.3K -490 -13%

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.