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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
FMN
1926
Financial Management Network
California
$256K +$7.48K +57 +3%
FM
1927
Family Management
New York
$255K
HFAS
1928
Hummer Financial Advisory Services
Illinois
$255K
LIG
1929
Lokken Investment Group
Delaware
$255K +$131 +1 +0%
SS
1930
Sunbelt Securities
Texas
$254K -$33.6K -256 -11%
SRIM
1931
Saratoga Research & Investment Management
California
$254K -$2.49K -19 -0.9%
BFA
1932
Bill Few Associates
Pennsylvania
$254K
I2I
1933
Insight 2811 Inc
Illinois
$254K +$4.07K +31 +1%
M
1934
MOTCO
Texas
$254K +$8.4K +64 +3%
DCM
1935
Dupont Capital Management
Delaware
$252K -$87.9K -670 -24%
VCP
1936
Vista Capital Partners
Oregon
$252K -$1.05K -8 -0.4%
PIN
1937
Prudent Investors Network
California
$252K
RCA
1938
Resonant Capital Advisors
Wisconsin
$251K -$20.7K -158 -7%
AWM
1939
AllSquare Wealth Management
New York
$251K
B
1940
Bridgeworth
Alabama
$250K -$2.63K -20 -0.9%
HFP
1941
Holistic Financial Partners
Indiana
$250K
PWA
1942
Phoenix Wealth Advisors
North Carolina
$249K
MHR
1943
Matthew Hamilton Rosenberg
$249K +$394 +3 +0.1%
SC
1944
Sepio Capital
Utah
$249K +$5.77K +44 +2%
AC
1945
Apella Capital
Connecticut
$249K +$7.87K +60 +3%
GKWIM
1946
Gerber Kawasaki Wealth & Investment Management
California
$249K +$70.9K +540 +35%
WI
1947
Wintrust Investments
Illinois
$248K -$42.4K -323 -13%
IAG
1948
Investment Advisory Group
Massachusetts
$248K -$4.72K -36 -2%
MTWM
1949
Masso Torrence Wealth Management
New Jersey
$248K +$394 +3 +0.1%
PGAM
1950
Princeton Global Asset Management
New Jersey
$248K +$656 +5 +0.2%

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.