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 %
CWM
1726
Chesapeake Wealth Management
Virginia
$423K
CWC
1727
Carolinas Wealth Consulting
North Carolina
$422K +$13.4K +324 +3%
LW
1728
Libra Wealth
California
$422K -$24K -170 -5%
LWP
1729
Lumature Wealth Partners
Georgia
$421K +$58.9K +418 +16%
CFO
1730
Collective Family Office
Pennsylvania
$420K -$250K -1,774 -37%
ACM
1731
Allred Capital Management
Texas
$420K +$1.13K +8 +0.3%
SWA
1732
Sutton Wealth Advisors
Florida
$420K -$20.3K -144 -5%
AA
1733
Auxano Advisors
Washington
$419K
SIG
1734
Sky Investment Group
Connecticut
$419K -$10.3K -73 -2%
ACP
1735
Aviance Capital Partners
Florida
$419K +$92.7K +658 +28%
SAG
1736
SageView Advisory Group
California
$419K +$419K +2,970 New
PBO
1737
Peoples Bank (Ohio)
Ohio
$418K -$17.8K -126 -4%
KLCM
1738
KG&L Capital Management
Louisiana
$418K -$1.02M -7,236 -71%
HR
1739
Howe & Rusling
New York
$418K -$383K -2,720 -48%
SWP
1740
Summit Wealth Partners
Florida
$417K +$423 +3 +0.1%
CF
1741
Centaurus Financial
California
$417K -$18.7K -133 -4%
CHA
1742
Cooper/Haims Advisors
New York
$417K +$1.41K +10 +0.3%
NAG
1743
Northstar Advisory Group
New Jersey
$416K -$21.6K -153 -5%
AIA
1744
Arbor Investment Advisors
North Carolina
$416K +$133K +946 +47%
NWA
1745
Navis Wealth Advisors
New York
$416K
MHWM
1746
Montz Harcus Wealth Management
Louisiana
$415K +$9.02K +64 +2%
HIC
1747
Harvey Investment Company
Kentucky
$413K
CFG
1748
CMC Financial Group
Georgia
$413K +$3.91K +29 +1%
FPFS
1749
First Personal Financial Services
North Carolina
$413K -$19.3K -137 -4%
Fiera Capital (Canada)
1750
Fiera Capital (Canada)
Quebec, Canada
$412K -$2.82M -20,025 -87%