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 %
AC
1651
Avestar Capital
New York
$472K +$66.5K +472 +16%
W
1652
Wealthquest
Ohio
$472K
EHC
1653
Everett Harris & Co
California
$470K -$212K -1,500 -31%
BA
1654
Ballast Advisors
Minnesota
$468K -$14.9K -106 -3%
GLLW
1655
Graves Light Lenhart Wealth
Virginia
$468K -$45.9K -326 -9%
AS
1656
Altshuler Shaham
Israel
$467K +$39.9K +283 +9%
PP
1657
PDS Planning
Ohio
$467K -$1.13K -8 -0.2%
MC
1658
Miramar Capital
Illinois
$466K
WFA
1659
WMG Financial Advisors
Tennessee
$466K -$70.4K -500 -13%
BCCM
1660
Bridge Creek Capital Management
Massachusetts
$466K
OCM
1661
One Capital Management
California
$466K -$41K -291 -8%
BFAG
1662
Blackston Financial Advisory Group
Florida
$466K +$4.65K +33 +1%
CA
1663
Callahan Advisors
Texas
$466K -$22K -156 -5%
WW
1664
Westshore Wealth
California
$465K
KCM
1665
Kendall Capital Management
Maryland
$464K +$16.9K +120 +4%
AWS
1666
Arkfeld Wealth Strategies
Nebraska
$464K -$164K -1,131 -26%
WCG
1667
Weaver Consulting Group
California
$464K +$226K +1,605 +95%
EFG
1668
Everhart Financial Group
Ohio
$463K +$9.16K +65 +2%
GC
1669
Gilbert & Cook
Iowa
$463K +$5.92K +42 +1%
FAM
1670
Formidable Asset Management
Ohio
$463K
FUBT
1671
First United Bank & Trust
Maryland
$462K -$3.52K -25 -0.8%
LC
1672
LCNB Corp
Ohio
$462K +$2.82K +20 +0.6%
MTIC
1673
Missouri Trust & Investment Company
Missouri
$461K +$9.02K +64 +2%
IAS
1674
Insigneo Advisory Services
Florida
$460K +$460K +3,264 New
AI
1675
Accredited Investors
Minnesota
$459K -$27.9K -198 -6%