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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
PAM
1901
Peak Asset Management
Colorado
$268K +$4.86K +37 +2%
PCM
1902
Prelude Capital Management
New York
$267K -$7.22K -55 -2%
SW
1903
SlateStone Wealth
Florida
$267K +$23.6K +180 +9%
AWAG
1904
ARS Wealth Advisors Group
Florida
$266K -$4.54M -34,603 -94%
PWM
1905
Paulson Wealth Management
Illinois
$266K -$169K -1,291 -37%
ETH
1906
Exos TFP Holdings
New York
$266K +$294K +2,238 New
HWM
1907
Hemington Wealth Management
Virginia
$265K -$27.4K -209 -9%
SFP
1908
Sterling Financial Planning
New Jersey
$265K -$4.72K -36 -2%
PWAG
1909
Polaris Wealth Advisory Group
California
$264K
VFP
1910
Verus Financial Partners
Virginia
$263K +$13.9K +106 +5%
PPWM
1911
Paragon Private Wealth Management
Kentucky
$263K +$260K +1,980 New
LCM
1912
Leisure Capital Management
California
$261K +$2.23K +17 +0.8%
JAG
1913
Journey Advisory Group
Kentucky
$261K +$13.1K +100 +5%
NW
1914
NewEdge Wealth
Pennsylvania
$261K +$288K +2,196 New
VAG
1915
VisionPoint Advisory Group
Texas
$260K +$24.9K +190 +10%
SEIA
1916
Signature Estate & Investment Advisors
California
$259K -$23.4K -178 -8%
PIA
1917
Pinion Investment Advisors
Kansas
$259K
OTPPB
1918
Ontario Teachers' Pension Plan Board
Ontario, Canada
$258K -$285K -2,171 -50%
CCA
1919
Catalyst Capital Advisors
New York
$257K
UCB
1920
United Community Bank
South Carolina
$256K +$18.6K +142 +7%
CI
1921
CPR Investments
Michigan
$256K -$244K -1,859 -46%
FA
1922
FDx Advisors
Illinois
$256K -$46.9K -357 -14%
BO
1923
Bank OZK
Arkansas
$256K -$1.97K -15 -0.7%
BCB
1924
Brian C. Broderick
$256K
HFA
1925
High Falls Advisors
New York
$256K +$1.31K +10 +0.5%

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.