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
SSWM
1876
Smith Salley Wealth Management
North Carolina
$277K -$7.09K -54 -2%
NA
1877
Nottingham Advisors
New York
$277K -$6.56K -50 -2%
PCA
1878
Pallas Capital Advisors
Massachusetts
$277K -$1.97K -15 -0.7%
GTAM
1879
Global Trust Asset Management
Florida
$276K -$16.4K -125 -5%
BOS
1880
Bank of Stockton
California
$276K -$1.31K -10 -0.4%
MWM
1881
Mattern Wealth Management
Kansas
$276K
TAM
1882
Tealwood Asset Management
Minnesota
$276K +$7.87K +60 +3%
OC
1883
Oarsman Capital
Wisconsin
$276K +$35.4K +270 +13%
BBW
1884
Blue Barn Wealth
Utah
$276K +$38.6K +294 +15%
SCA
1885
Southern Capital Advisors
Tennessee
$276K +$104K +796 +52%
ACP
1886
Aviance Capital Partners
Florida
$275K +$1.57K +12 +0.5%
FCA
1887
FinTrust Capital Advisors
South Carolina
$274K -$13K -99 -4%
BFWA
1888
Benchmark Financial Wealth Advisors
Florida
$274K +$12.5K +95 +4%
MGAM
1889
McGowan Group Asset Management
Texas
$274K +$35.7K +272 +13%
RP
1890
Rowlandmiller & Partners
Georgia
$273K -$4.46K -34 -1%
E
1891
ETFidea
New York
$272K +$52.5K +400 +21%
T
1892
TCWP
Ohio
$272K +$301K +2,292 New
VWA
1893
V Wealth Advisors
Kansas
$271K
ACP
1894
Aveo Capital Partners
Colorado
$271K +$6.04K +46 +2%
BCMLT
1895
Beacon Capital Management LLC (Tennessee)
Tennessee
$271K +$72.6K +553 +40%
HAC
1896
Harbor Advisory Corp
New Hampshire
$270K -$43.7K -333 -13%
WWA
1897
WC Walker & Associates
California
$269K
HA
1898
HFG Advisors
Ohio
$268K -$13.1K -100 -4%
FMTC
1899
Farmers & Merchants Trust Company
California
$268K
EIP
1900
Ellis Investment Partners
Pennsylvania
$268K +$3.67K +28 +1%

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.