We are live on ! Find out more

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
BAMG
1801
Brand Asset Management Group
Missouri
$311K +$11.3K +86 +3%
VA
1802
Valmark Advisers
Ohio
$310K -$245K -1,866 -42%
IC
1803
Inverness Counsel
New York
$309K
MHIC
1804
Marble Harbor Investment Counsel
Massachusetts
$309K
PFBT
1805
Parkside Financial Bank & Trust
Missouri
$309K +$3.67K +28 +1%
CCG
1806
Chatham Capital Group
Georgia
$308K -$39.4K -300 -10%
OIA
1807
Optimum Investment Advisors
Illinois
$308K +$2.1K +16 +0.6%
SI
1808
Saxon Interests
Texas
$308K +$26.2K +200 +9%
BIA
1809
Bigelow Investment Advisors
Maine
$307K -$8.53K -65 -2%
HIP
1810
HUB Investment Partners
Texas
$307K +$339K +2,585 New
BMM
1811
Buffington Mohr McNeal
Idaho
$306K -$32.8K -250 -9%
RPWA
1812
Regent Peak Wealth Advisors
Georgia
$306K -$16K -122 -5%
SFP
1813
Sweet Financial Partners
Minnesota
$306K
JWBC
1814
J.W. Burns & Co
New York
$305K
LWP
1815
Lumature Wealth Partners
Georgia
$305K +$25.9K +197 +8%
NFP
1816
NorthLanding Financial Partners
New York
$305K +$337K +2,570 New
WC
1817
Woodstock Corp
Massachusetts
$303K -$39.4K -300 -11%
LFA
1818
Landmark Financial Advisors
Kentucky
$303K
FSC
1819
Full Sail Capital
Oklahoma
$302K -$11.2K -85 -3%
PWM
1820
Provident Wealth Management
Tennessee
$302K -$1.05K -8 -0.3%
IFAM
1821
Institutional & Family Asset Management
Colorado
$300K +$193K +1,473 +139%
BWM
1822
Birchcreek Wealth Management
Ohio
$299K -$4.72K -36 -1%
PAM
1823
Pegasus Asset Management
New York
$299K
RCM
1824
RB Capital Management
Nevada
$299K +$16.3K +124 +5%
LCC
1825
Lincoln Capital Corp
Rhode Island
$299K +$131K +1,000 +66%

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.