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 %
BWAM
1676
Boyd Watterson Asset Management
Ohio
$458K -$546K -3,872 -54%
KA
1677
Klingman & Associates
New York
$457K -$6.62K -47 -1%
BCAM
1678
Boston Common Asset Management
Massachusetts
$456K +$11.1K +79 +3%
LFA
1679
Landmark Financial Advisors
Kentucky
$456K +$96.2K +683 +27%
MFC
1680
Mechanics Financial Corp
Ohio
$454K
RFA
1681
Register Financial Advisors
Georgia
$453K +$453K +3,218 New
SPWG
1682
Syntegra Private Wealth Group
Missouri
$453K +$453K +3,214 New
PWM
1683
Prosperity Wealth Management
California
$450K +$450K +3,195 New
SMC
1684
Smith, Moore & Co
Missouri
$450K +$2.54K +18 +0.6%
BFO
1685
Biltmore Family Office
North Carolina
$449K -$282 -2 -0.1%
BBNA
1686
Bremer Bank National Association
Minnesota
$449K +$50.3K +357 +13%
WA
1687
Wambolt & Associates
Colorado
$447K -$11K -78 -2%
PI
1688
Putnam Investments
Massachusetts
$447K -$165K -1,169 -27%
CW
1689
CIC Wealth
Maryland
$446K +$446K +3,168 New
FNBOSM
1690
First National Bank of South Miami
Florida
$446K
KWM
1691
Kolinsky Wealth Management
New Jersey
$446K +$24.1K +171 +6%
SF
1692
Summit Financial
New Jersey
$445K -$93.1K -661 -17%
CT
1693
Colonial Trust
South Carolina
$444K -$18.6K -132 -4%
EWA
1694
Encompass Wealth Advisors
Oregon
$444K +$845 +6 +0.2%
AIM
1695
Axiom Investment Management
New York
$444K
FL
1696
Fort LP
Maryland
$444K -$138K -976 -24%
CC
1697
Capital Counsel
New York
$444K
PTB
1698
Pioneer Trust Bank
Oregon
$444K +$197K +1,400 +80%
SG
1699
Stonnington Group
California
$442K +$43.4K +300 +11%
DAM
1700
Doheny Asset Management
California
$441K -$2.82K -20 -0.6%