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 %
SSWM
1776
Strait & Sound Wealth Management
California
$397K +$397K +2,735 New
FIM
1777
Fruth Investment Management
Texas
$397K
CTB
1778
Country Trust Bank
Illinois
$397K
EWM
1779
EPG Wealth Management
Georgia
$396K +$15.5K +110 +4%
BBW
1780
Blue Barn Wealth
Utah
$396K +$69.2K +491 +21%
DOA
1781
D'Orazio & Associates
Virginia
$395K -$44K -312 -10%
PGIM
1782
Pacific Global Investment Management
California
$395K -$5.64K -40 -1%
ICA
1783
Infrastructure Capital Advisors
New York
$395K +$395K +2,803 New
AA
1784
Aire Advisors
California
$394K -$14.1K -101 -3%
DW
1785
Domani Wealth
Pennsylvania
$393K +$44.1K +313 +13%
IF
1786
Intrua Financial
Texas
$393K -$78.1K -555 -17%
LC
1787
Lindbrook Capital
California
$391K +$146K +1,039 +60%
COCM
1788
Charter Oak Capital Management
New Hampshire
$391K -$4.79K -34 -1%
BONST
1789
Bank of Nova Scotia Trust
Ontario, Canada
$389K -$35.2K -250 -8%
PMG
1790
ProVise Management Group
Florida
$389K +$51.1K +363 +15%
IIC
1791
Integrated Investment Consultants
Michigan
$388K -$116K -823 -23%
BLC
1792
Brown, Lisle/Cummings
Rhode Island
$387K -$704 -5 -0.2%
FPCP
1793
Fort Point Capital Partners
California
$387K
KIG
1794
Kennedy Investment Group
New Jersey
$387K +$387K +2,747 New
BFO
1795
Boston Family Office
Massachusetts
$387K -$386K -2,737 -50%
GA
1796
Geller Advisors
New York
$387K -$22.5K -160 -6%
VCM
1797
Vivaldi Capital Management
Illinois
$387K +$9.76K +68 +3%
AIP
1798
ARS Investment Partners
New York
$386K -$357K -2,531 -48%
CIM
1799
Contravisory Investment Management
Massachusetts
$384K +$52K +369 +16%
ACM
1800
Advance Capital Management
Michigan
$384K