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 %
CWP
1701
CFM Wealth Partners
Texas
$440K
BIA
1702
Benchmark Investment Advisors
Illinois
$439K +$2.54K +18 +0.6%
VA
1703
Valmark Advisers
Ohio
$439K +$70.9K +503 +19%
OW
1704
Olistico Wealth
Oklahoma
$439K +$439K +3,113 New
TIA
1705
Traphagen Investment Advisors
New Jersey
$439K +$2.96K +21 +0.7%
MFC
1706
Morris Financial Concepts
South Carolina
$438K
CGA
1707
Crescent Grove Advisors
Illinois
$437K -$157K -1,115 -26%
JE
1708
JMAC Enterprises
Pennsylvania
$437K -$133K -944 -23%
IAS
1709
Investment Advisory Services
Texas
$437K +$144 +1 +0%
WKWM
1710
Walter & Keenan Wealth Management
Indiana
$436K +$845 +6 +0.2%
PTP
1711
Platform Technology Partners
New York
$436K -$12.7K -90 -3%
BCM
1712
Buckhead Capital Management
Georgia
$436K -$29.9K -212 -6%
GD
1713
Grandfield & Dodd
New York
$435K
KWMG
1714
King Wealth Management Group
Florida
$434K -$284K -2,013 -40%
NFSG
1715
Newbridge Financial Services Group
Florida
$434K -$16.8K -119 -4%
FDS
1716
First Dallas Securities
Texas
$433K -$7.04K -50 -2%
RC
1717
Reik & Co
New York
$433K
FNBSF
1718
First National Bank Sioux Falls
South Dakota
$433K -$109K -771 -20%
PFBT
1719
Parkside Financial Bank & Trust
Missouri
$432K +$65.2K +463 +18%
ST
1720
Sabal Trust
Florida
$432K -$58K -412 -12%
OCPWS
1721
One Charles Private Wealth Services
Massachusetts
$431K -$423 -3 -0.1%
FAN
1722
Financial Advisors Network
California
$430K -$12K -85 -3%
III
1723
Independent Investors Inc
New York
$430K
S
1724
SimplyRich
California
$428K +$564 +4 +0.1%
MWC
1725
MBM Wealth Consultants
Missouri
$425K +$80K +565 +23%