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 %
MHIC
1826
Marble Harbor Investment Counsel
Massachusetts
$367K
UWPG
1827
Ullmann Wealth Partners Group
Florida
$367K -$29.7K -211 -7%
OIA
1828
Optimum Investment Advisors
Illinois
$366K
CFFP
1829
Center for Financial Planning
Michigan
$365K +$14.1K +100 +4%
CCG
1830
Chatham Capital Group
Georgia
$365K
JWBC
1831
J.W. Burns & Co
New York
$364K +$1.55K +11 +0.4%
SFP
1832
Sweet Financial Partners
Minnesota
$363K +$282 +2 +0.1%
SW
1833
SlateStone Wealth
Florida
$363K +$45.6K +324 +14%
UAML
1834
US Asset Management LLC
Pennsylvania
$362K +$362K +2,568 New
CS
1835
Cannell & Spears
New York
$361K -$10.3K -73 -3%
FSC
1836
Full Sail Capital
Oklahoma
$360K +$1.13K +8 +0.3%
BIA
1837
Bigelow Investment Advisors
Maine
$359K -$4.93K -35 -1%
TF
1838
TimeScale Financial
Massachusetts
$358K
PWM
1839
Provident Wealth Management
Tennessee
$358K -$986 -7 -0.3%
RCM
1840
RB Capital Management
Nevada
$358K +$3.24K +23 +0.9%
SL
1841
Summitry LLC
California
$357K -$30.4K -216 -8%
IFAM
1842
Institutional & Family Asset Management
Colorado
$357K +$564 +4 +0.2%
FHC
1843
First Heartland Consultants
Missouri
$356K -$16.6K -118 -4%
APW
1844
Austin Private Wealth
Texas
$356K -$28.2K -200 -7%
WP
1845
WealthShield Partners
North Carolina
$356K -$172K -1,218 -33%
MFG
1846
Magnus Financial Group
New York
$355K -$16.1K -114 -4%
BWM
1847
Birchcreek Wealth Management
Ohio
$355K
PAM
1848
Pegasus Asset Management
New York
$354K
FWA
1849
Freedom Wealth Alliance
Wisconsin
$354K +$354K +2,513 New
WCM
1850
Windsor Capital Management
Arizona
$353K +$1.27K +9 +0.4%