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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
ACM
1726
Allred Capital Management
Texas
$353K +$1.31K +10 +0.3%
BC
1727
Barrett & Company
Rhode Island
$353K +$329K +2,504 New
SWP
1728
Summit Wealth Partners
Florida
$352K -$270K -2,056 -41%
NWA
1729
Navis Wealth Advisors
New York
$351K
FMP
1730
Financial Management Professionals
Texas
$351K +$919 +7 +0.2%
CHA
1731
Cooper/Haims Advisors
New York
$351K +$1.18K +9 +0.3%
HIC
1732
Harvey Investment Company
Kentucky
$348K -$26.2K -200 -6%
AA
1733
Aire Advisors
California
$347K -$9.05K -69 -2%
JPLA
1734
Joseph P. Lucia & Associates
New York
$346K
WCAMG
1735
Woodard & Company Asset Management Group
North Carolina
$346K
VWA
1736
Visionary Wealth Advisors
Illinois
$345K -$501K -3,820 -57%
4WM
1737
44 Wealth Management
Oregon
$345K -$16.4K -125 -4%
VCAM
1738
Van Cleef Asset Management
Ohio
$345K
MWM
1739
Mascoma Wealth Management
New Hampshire
$345K +$131 +1 +0%
CCA
1740
Column Capital Advisors
Indiana
$345K +$2.1K +16 +0.6%
STA
1741
Summit Trail Advisors
New York
$345K +$15K +114 +4%
GA
1742
Geller Advisors
New York
$345K +$74.1K +565 +24%
SHGA
1743
Sand Hill Global Advisors
California
$344K -$18.1K -138 -5%
QC
1744
Quent Capital
New York
$344K -$16.3K -124 -4%
CAM
1745
Cozad Asset Management
Illinois
$343K -$18.9K -144 -5%
AWM
1746
Aberdeen Wealth Management
Illinois
$343K
JC
1747
JB Capital
Connecticut
$343K +$1.84K +14 +0.5%
WBCM
1748
Wilson & Boucher Capital Management
California
$342K -$6.3K -48 -2%
MHWM
1749
Montz Harcus Wealth Management
Louisiana
$342K -$5.51K -42 -1%
AC
1750
Avestar Capital
New York
$342K +$25.1K +191 +7%

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.