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 %
PRWA
1801
Platte River Wealth Advisors
Colorado
$384K -$80.3K -570 -17%
IAS
1802
IMA Advisory Services
Colorado
$384K
EWP
1803
Engrave Wealth Partners
Texas
$383K +$91.7K +653 +31%
LP
1804
LMR Partners
United Kingdom
$381K +$381K +2,701 New
Eagle Capital Management (New York)
1805
Eagle Capital Management (New York)
New York
$380K
SHGA
1806
Sand Hill Global Advisors
California
$380K -$28.3K -201 -7%
ESCM
1807
Echo Street Capital Management
New York
$380K +$380K +2,694 New
LGA
1808
Lebenthal Global Advisors
New York
$379K -$309K -2,194 -45%
PCA
1809
Prosperity Capital Advisors
Ohio
$378K +$378K +2,685 New
TWM
1810
TriaGen Wealth Management
California
$378K
TAM
1811
Trillium Asset Management
Massachusetts
$378K -$22K -156 -5%
ACP
1812
Aveo Capital Partners
Colorado
$377K +$55.8K +396 +17%
C
1813
CEDRUS
Colorado
$376K +$138K +982 +58%
SOAMC
1814
Spirit of America Management Corp
New York
$376K
SPW
1815
Sonoma Private Wealth
California
$374K +$374K +2,651 New
SWA
1816
SOA Wealth Advisors
New York
$373K -$564 -4 -0.2%
WIM
1817
Warwick Investment Management
Texas
$372K +$141 +1 +0%
AIM
1818
Avity Investment Management
Connecticut
$372K
PPWM
1819
Paragon Private Wealth Management
Kentucky
$371K +$92.4K +656 +33%
NCM
1820
Novare Capital Management
North Carolina
$370K -$236K -1,674 -39%
GCA
1821
Genesee Capital Advisors
New York
$369K -$4.79K -34 -1%
NFP
1822
NorthLanding Financial Partners
New York
$368K +$6.06K +43 +2%
LSIA
1823
LaSalle St. Investment Advisors
Illinois
$368K +$368K +2,613 New
TIA
1824
Tiemann Investment Advisors
California
$367K +$31.7K +225 +9%
SCFS
1825
S.C. Financial Services
Arizona
$367K +$32.8K +233 +10%