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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
BDF
1751
Balasa Dinverno & Foltz
$341K -$60.6K -462 -14%
PA
1752
Planning Alternatives
Michigan
$341K
FWA
1753
FSM Wealth Advisors
Ohio
$341K +$164K +1,252 +77%
WAAG
1754
Wealth Alliance Advisory Group
Kansas
$340K +$79.1K +603 +27%
CWP
1755
Concord Wealth Partners
Virginia
$339K +$37.7K +287 +11%
BC
1756
Bridgefront Capital
Texas
$338K -$75.7K -577 -17%
TAM
1757
Trillium Asset Management
Massachusetts
$338K -$16.3K -124 -4%
CST
1758
Charles Schwab Trust
Nevada
$338K -$13.1K -100 -3%
6F
1759
626 Financial
Michigan
$338K
KS
1760
Karpas Strategies
Connecticut
$338K +$656 +5 +0.2%
PGIM
1761
Pacific Global Investment Management
California
$338K +$5.12K +39 +1%
BBNA
1762
Bremer Bank National Association
Minnesota
$337K -$142K -1,080 -28%
SG
1763
Stonnington Group
California
$337K -$85.3K -650 -19%
CTB
1764
Country Trust Bank
Illinois
$335K -$39.4K -300 -10%
FIM
1765
Fruth Investment Management
Texas
$335K
LC
1766
Landaas & Company
Wisconsin
$335K +$2.49K +19 +0.7%
COCM
1767
Charter Oak Capital Management
New Hampshire
$334K -$60K -457 -14%
FFWM
1768
Future Financial Wealth Management
Ohio
$334K +$525 +4 +0.2%
UWPG
1769
Ullmann Wealth Partners Group
Florida
$334K +$369K +2,814 New
SAA
1770
Southeast Asset Advisors
Georgia
$333K
CFG
1771
CKW Financial Group
Hawaii
$331K +$2.76K +21 +0.8%
LOAMS
1772
Lombard Odier Asset Management (Switzerland)
Switzerland
$328K -$376K -2,863 -51%
BLC
1773
Brown, Lisle/Cummings
Rhode Island
$327K
FPCP
1774
Fort Point Capital Partners
California
$327K
SL
1775
Summitry LLC
California
$327K +$70.5K +537 +24%

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.