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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
HCM
1651
Hengehold Capital Management
Ohio
$396K +$17.2K +131 +4%
PP
1652
PDS Planning
Ohio
$394K +$787 +6 +0.2%
BCCM
1653
Bridge Creek Capital Management
Massachusetts
$393K
FUBT
1654
First United Bank & Trust
Maryland
$393K
BCM
1655
Buckhead Capital Management
Georgia
$393K +$3.94K +30 +0.9%
WW
1656
Westshore Wealth
California
$392K -$26.2K -200 -6%
CIA
1657
Cohen Investment Advisors
New Hampshire
$392K +$6.17K +47 +1%
PRWA
1658
Platte River Wealth Advisors
Colorado
$391K
KA
1659
Klingman & Associates
New York
$391K +$4.07K +31 +1%
RF
1660
Resolute Financial
Massachusetts
$390K -$5.64K -43 -1%
CT
1661
Colonial Trust
South Carolina
$390K +$431K +3,284 New
HTHT
1662
Hemenway Trust Hemenway Trust
New Hampshire
$389K +$19.7K +150 +5%
LC
1663
LCNB Corp
Ohio
$387K -$656 -5 -0.2%
WA
1664
Wambolt & Associates
Colorado
$387K
MLA
1665
My Legacy Advisors
Oregon
$387K +$112K +856 +36%
SQA
1666
Simon Quick Advisors
New Jersey
$385K -$245K -1,865 -37%
EFG
1667
Everhart Financial Group
Ohio
$383K -$111K -849 -21%
MFC
1668
Mechanics Financial Corp
Ohio
$383K
MTIC
1669
Missouri Trust & Investment Company
Missouri
$381K +$13.1K +100 +3%
NFSG
1670
Newbridge Financial Services Group
Florida
$380K -$140K -1,066 -25%
MIM
1671
Moseley Investment Management
Florida
$379K -$9.71K -74 -2%
BFO
1672
Biltmore Family Office
North Carolina
$379K +$5.77K +44 +1%
PTP
1673
Platform Technology Partners
New York
$378K +$1.18K +9 +0.3%
FNBOSM
1674
First National Bank of South Miami
Florida
$377K -$49.2K -375 -11%
KCM
1675
Kendall Capital Management
Maryland
$377K -$13.9K -106 -3%

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.