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 %
JWM
1901
JGP Wealth Management
Oregon
$329K -$986 -7 -0.3%
VCG
1902
Vantage Consulting Group
Virginia
$328K +$328K +2,331 New
SA
1903
Syntax Advisors
New York
$328K +$328K +2,331 New
TAM
1904
Tealwood Asset Management
Minnesota
$328K +$282 +2 +0.1%
SSWM
1905
Smith Salley Wealth Management
North Carolina
$328K
LDFR
1906
Lehman & Derafelo Financial Resources
Pennsylvania
$328K +$61.3K +435 +23%
MWM
1907
Mattern Wealth Management
Kansas
$328K
BOS
1908
Bank of Stockton
California
$327K
PWAG
1909
Polaris Wealth Advisory Group
California
$326K +$291 +2 +0.1%
SAA
1910
Southeast Asset Advisors
Georgia
$325K -$70.4K -500 -18%
RP
1911
Rowlandmiller & Partners
Georgia
$325K
WAOI
1912
Wealth Advisors of Iowa
Iowa
$325K -$299K -2,120 -48%
HFG
1913
Heron Financial Group
New York
$324K -$21.2K -150 -6%
VC
1914
Vicus Capital
Pennsylvania
$323K -$2.72M -19,276 -89%
BFA
1915
Bill Few Associates
Pennsylvania
$323K +$21.1K +150 +7%
FMN
1916
Financial Management Network
California
$322K +$30.7K +215 +11%
BMM
1917
Buffington Mohr McNeal
Idaho
$321K -$42.3K -300 -12%
HAC
1918
Harbor Advisory Corp
New Hampshire
$320K
FIB
1919
First Interstate Bank
Montana
$319K -$30.1K -213 -9%
PAM
1920
Peak Asset Management
Colorado
$318K
BAMG
1921
Brand Asset Management Group
Missouri
$316K -$52.1K -370 -14%
AC
1922
Apella Capital
Connecticut
$315K +$19.9K +141 +7%
LCM
1923
Leisure Capital Management
California
$314K +$3.8K +27 +1%
MCA
1924
MSH Capital Advisors
Arizona
$313K -$110K -780 -26%
CT
1925
Coastline Trust
Rhode Island
$310K -$533K -3,780 -63%