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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
GA
1851
Greenspring Advisors
Maryland
$286K -$6.56K -50 -2%
SC
1852
Sinecera Capital
Texas
$286K
AAP
1853
Aristotle Atlantic Partners
Florida
$285K
PMG
1854
ProVise Management Group
Florida
$285K +$1.05K +8 +0.3%
UBV
1855
United Bank (Virginia)
Virginia
$285K +$72.8K +555 +30%
AA
1856
Alta Advisers
United Kingdom
$285K +$315K +2,400 New
WF
1857
Wayfinding Financial
Washington
$284K -$44.5K -339 -12%
LI
1858
LVZ Inc
Michigan
$284K +$313K +2,387 New
TIA
1859
Tiemann Investment Advisors
California
$283K -$209K -1,595 -40%
APG
1860
Abacus Planning Group
South Carolina
$283K -$23.5K -179 -7%
CGH
1861
CMG Global Holdings
Texas
$283K +$12.5K +95 +4%
SCFS
1862
S.C. Financial Services
Arizona
$282K +$34.5K +263 +12%
MPW
1863
MA Private Wealth
California
$281K +$1.31K +10 +0.5%
MLFP
1864
MPS Loria Financial Planners
Illinois
$281K +$8.14K +62 +3%
MRCM
1865
M&R Capital Management
New Jersey
$280K -$3.28K -25 -1%
CIM
1866
Contravisory Investment Management
Massachusetts
$280K +$15.5K +118 +5%
LG
1867
LaFleur & Godfrey
Michigan
$279K
W
1868
WealthOne
New York
$279K +$1.31K +10 +0.4%
WWM
1869
Windsor Wealth Management
Indiana
$279K +$16.5K +126 +6%
SA
1870
Shilanski & Associates
Alaska
$278K -$3.49M -26,574 -92%
BBNB
1871
Baker Boyer National Bank
Washington
$278K
PIM
1872
Progressive Investment Management
Oregon
$278K +$25.6K +195 +9%
KIG
1873
Kowal Investment Group
Wisconsin
$278K +$26.2K +200 +9%
PCMC
1874
Private Capital Management (Colorado)
Colorado
$278K +$56.4K +430 +23%
JWM
1875
JGP Wealth Management
Oregon
$278K +$307K +2,340 New

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.