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 %
RWB
1626
RMR Wealth Builders
New Jersey
$491K -$66.9K -475 -12%
EI
1627
Ellevest Inc
New York
$489K +$70.7K +502 +17%
OHWA
1628
Oak Hill Wealth Advisors
Virginia
$488K +$488K +3,462 New
HFA
1629
High Falls Advisors
New York
$487K +$183K +1,298 +60%
BFG
1630
Bouchey Financial Group
New York
$487K -$31.7K -225 -6%
FCFS
1631
First Command Financial Services
Texas
$485K -$3.66K -26 -0.7%
FCB
1632
First Command Bank
Texas
$485K -$3.66K -26 -0.7%
RF
1633
Resolute Financial
Massachusetts
$485K +$22.8K +162 +5%
CCA
1634
Childress Capital Advisors
Texas
$484K -$18.5K -131 -4%
SW
1635
SMART Wealth
Nebraska
$483K +$483K +3,428 New
AA
1636
Argent Advisors
Louisiana
$483K -$35.1K -249 -7%
NCM
1637
New Capital Management
Texas
$483K
WTB
1638
Washington Trust Bank
Washington
$481K -$47.5K -337 -9%
FBB
1639
Fulton Breakefield Broenniman
Maryland
$481K +$93.7K +665 +24%
GPA
1640
Garrison Point Advisors
California
$478K -$14.1K -100 -3%
AIM
1641
Aspen Investment Management
Michigan
$478K -$447K -3,176 -48%
MIG
1642
McGuire Investment Group
Rhode Island
$477K -$7.05K -50 -1%
VNA
1643
Valley National Advisers
Pennsylvania
$477K +$1.74K +12 +0.4%
AC
1644
Abbrea Capital
California
$475K +$53.5K +380 +13%
BFG
1645
Baron Financial Group
New Jersey
$475K +$704 +5 +0.1%
GI
1646
Gradient Investments
Minnesota
$475K -$16.3K -116 -3%
Financial Engines Advisors
1647
Financial Engines Advisors
California
$474K +$30.3K +215 +7%
MTC
1648
McDaniel Terry & Co
Texas
$474K
WFI
1649
West Family Investments
California
$474K +$89.7K +637 +23%
HTHT
1650
Hemenway Trust Hemenway Trust
New Hampshire
$472K +$10.7K +76 +2%