We are live on ! Find out more

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
SMC
1676
Smith, Moore & Co
Missouri
$377K +$18.6K +142 +5%
LW
1677
Libra Wealth
California
$376K +$22.3K +170 +6%
BCAM
1678
Boston Common Asset Management
Massachusetts
$375K +$9.05K +69 +2%
TA
1679
TFG Advisers
Michigan
$375K +$90.2K +687 +28%
DAM
1680
Doheny Asset Management
California
$375K +$414K +3,153 New
Financial Engines Advisors
1681
Financial Engines Advisors
California
$374K -$37.9K -289 -8%
CC
1682
Capital Counsel
New York
$374K
EWA
1683
Encompass Wealth Advisors
Oregon
$374K +$137K +1,043 +50%
AIM
1684
Axiom Investment Management
New York
$374K +$413K +3,150 New
CL
1685
CPWM LLC
Washington
$373K -$6.3K -48 -2%
FAN
1686
Financial Advisors Network
California
$372K -$21K -160 -5%
MA
1687
MCF Advisors
Kentucky
$372K +$2.76K +21 +0.7%
SWA
1688
Sutton Wealth Advisors
Florida
$371K +$26.4K +201 +7%
CWP
1689
CFM Wealth Partners
Texas
$371K
FDS
1690
First Dallas Securities
Texas
$371K +$13.1K +100 +3%
GD
1691
Grandfield & Dodd
New York
$370K -$210K -1,600 -34%
DOA
1692
D'Orazio & Associates
Virginia
$370K -$23.4K -178 -5%
MFC
1693
Morris Financial Concepts
South Carolina
$370K
NAG
1694
Northstar Advisory Group
New Jersey
$369K +$5.25K +40 +1%
BIA
1695
Benchmark Investment Advisors
Illinois
$368K -$120K -918 -23%
PBO
1696
Peoples Bank (Ohio)
Ohio
$368K +$7.22K +55 +2%
CF
1697
Centaurus Financial
California
$368K +$50.8K +387 +14%
TIA
1698
Traphagen Investment Advisors
New Jersey
$367K -$29.9K -228 -7%
WKWM
1699
Walter & Keenan Wealth Management
Indiana
$367K +$4.99K +38 +1%
MS
1700
Mizuho Securities
Japan
$366K +$391K +2,980 +3,010%

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.