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 %
Loomis, Sayles & Company
1926
Loomis, Sayles & Company
Massachusetts
$309K +$51.2K +364 +20%
LA
1927
Lane & Associates
New Jersey
$308K +$308K +2,190 New
T
1928
TCWP
Ohio
$308K -$14.7K -104 -5%
DG
1929
DMC Group
Alabama
$307K +$41.7K +295 +16%
FBFS
1930
First Business Financial Services
Wisconsin
$307K +$47.1K +334 +18%
SFP
1931
Sterling Financial Planning
New Jersey
$307K -$7.89K -56 -3%
WI
1932
Wintrust Investments
Illinois
$306K +$11.5K +82 +4%
E
1933
ETFidea
New York
$306K -$16.9K -120 -5%
PWM
1934
Paulson Wealth Management
Illinois
$305K -$11.1K -79 -4%
BCB
1935
Brian C. Broderick
$305K
CCA
1936
Catalyst Capital Advisors
New York
$304K
SS
1937
Sunbelt Securities
Texas
$304K +$2.68K +19 +0.9%
MSWM
1938
McGlone Suttner Wealth Management
Wisconsin
$303K +$303K +2,152 New
FM
1939
Family Management
New York
$303K
LIG
1940
Lokken Investment Group
Delaware
$302K
HFAS
1941
Hummer Financial Advisory Services
Illinois
$302K
Cohen & Steers
1942
Cohen & Steers
New York
$301K -$84.6K -600 -22%
I2I
1943
Insight 2811 Inc
Illinois
$301K
GCM
1944
Graham Capital Management
Connecticut
$300K -$1.92M -13,616 -86%
MCWS
1945
McKinley Carter Wealth Services
West Virginia
$300K +$15.8K +112 +6%
MPW
1946
MA Private Wealth
California
$300K +$1.27K +9 +0.4%
RTC
1947
Riverview Trust Company
Washington
$299K +$82.6K +586 +38%
PIN
1948
Prudent Investors Network
California
$298K
B
1949
Bridgeworth
Alabama
$298K +$1.69K +12 +0.6%
SL
1950
Salomon & Ludwin
Virginia
$297K +$38K +270 +15%