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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
MF
1776
Magnetar Financial
Illinois
$327K +$361K +2,749 New
KF
1777
Krilogy Financial
Missouri
$326K -$22.2K -169 -6%
FBB
1778
Fulton Breakefield Broenniman
Maryland
$326K -$8.92K -68 -2%
Cohen & Steers
1779
Cohen & Steers
New York
$325K +$359K +2,734 New
WFI
1780
West Family Investments
California
$324K -$16.1K -123 -4%
ACM
1781
Advance Capital Management
Michigan
$324K
APW
1782
Austin Private Wealth
Texas
$324K
IAS
1783
IMA Advisory Services
Colorado
$324K
Eagle Capital Management (New York)
1784
Eagle Capital Management (New York)
New York
$321K
EWM
1785
EPG Wealth Management
Georgia
$321K +$106K +804 +42%
TSWM
1786
Triangle Securities Wealth Management
North Carolina
$320K +$132K +1,005 +59%
TWM
1787
TriaGen Wealth Management
California
$319K -$71.4K -544 -17%
OC
1788
Oakworth Capital
Alabama
$319K -$3.02K -23 -0.9%
CWC
1789
Carolinas Wealth Consulting
North Carolina
$318K +$3.28K +25 +0.3%
SOAMC
1790
Spirit of America Management Corp
New York
$317K
MSS
1791
Mitchell Sinkler & Starr
Pennsylvania
$316K +$5.64K +43 +2%
DSN
1792
D. Scott Neal
Kentucky
$315K -$262 -2 -0.1%
GCA
1793
Genesee Capital Advisors
New York
$315K
SWA
1794
SOA Wealth Advisors
New York
$315K +$1.71K +13 +0.5%
AIM
1795
Avity Investment Management
Connecticut
$314K
WIM
1796
Warwick Investment Management
Texas
$314K +$262 +2 +0.1%
DA
1797
DCM Advisors
New York
$314K -$45.9K -350 -12%
CS
1798
Cannell & Spears
New York
$313K
MFG
1799
Magnus Financial Group
New York
$313K +$7.61K +58 +2%
VCM
1800
Vivaldi Capital Management
Illinois
$312K +$919 +7 +0.3%

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.