2,277 hedge funds and large institutions have $62.5B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,049 increasing their positions, 796 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
-89
Holders Change %
-3.76%
% of All Funds
39.37%
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
1,049
Reduced
796
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$813M
Net Calls Change
+$692M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
1901
Sterling Financial Planning
New Jersey
$265K -$4.27K -36 -2%
PWAG
1902
Polaris Wealth Advisory Group
California
$264K
VFP
1903
Verus Financial Partners
Virginia
$263K +$13K +106 +5%
PPWM
1904
Paragon Private Wealth Management
Kentucky
$263K +$263K +1,980 New
LCM
1905
Leisure Capital Management
California
$261K +$2.02K +17 +0.8%
JAG
1906
Journey Advisory Group
Kentucky
$261K +$11.9K +100 +5%
NW
1907
NewEdge Wealth
Pennsylvania
$261K +$261K +2,196 New
VAG
1908
VisionPoint Advisory Group
Texas
$260K +$22.6K +190 +10%
SEIA
1909
Signature Estate & Investment Advisors
California
$259K -$21.2K -178 -8%
PIA
1910
Pinion Investment Advisors
Kansas
$259K
OTPPB
1911
Ontario Teachers' Pension Plan Board
Ontario, Canada
$258K -$258K -2,171 -50%
CCA
1912
Catalyst Capital Advisors
New York
$257K
UCB
1913
United Community Bank
South Carolina
$256K +$16.9K +142 +7%
CI
1914
CPR Investments
Michigan
$256K -$221K -1,859 -46%
FA
1915
FDx Advisors
Illinois
$256K -$42.4K -357 -14%
BO
1916
Bank OZK
Arkansas
$256K -$1.78K -15 -0.7%
BCB
1917
Brian C. Broderick
$256K
HFA
1918
High Falls Advisors
New York
$256K +$1.19K +10 +0.5%
FMN
1919
Financial Management Network
California
$256K +$7.15K +57 +3%
HFAS
1920
Hummer Financial Advisory Services
Illinois
$255K
FM
1921
Family Management
New York
$255K
LIG
1922
Lokken Investment Group
Delaware
$255K +$119 +1 +0%
SS
1923
Sunbelt Securities
Texas
$254K -$30.4K -256 -11%
SRIM
1924
Saratoga Research & Investment Management
California
$254K -$2.25K -19 -0.9%
BFA
1925
Bill Few Associates
Pennsylvania
$254K