We are live on ! Find out more

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
FOA
1951
Five Oceans Advisors
California
$248K +$27.6K +210 +11%
WAL
1952
W Advisors LLC
Tennessee
$247K -$2.89K -22 -1%
MWM
1953
Marietta Wealth Management
Georgia
$247K
EWP
1954
Engrave Wealth Partners
Texas
$247K +$131 +1 +0%
BIP
1955
Blueprint Investment Partners
North Carolina
$246K -$746K -5,688 -73%
NFG
1956
Nadler Financial Group
Illinois
$246K
RCG
1957
Resource Consulting Group
Florida
$246K +$63K +480 +30%
WIA
1958
World Investment Advisors
California
$245K -$188K -1,436 -41%
EB
1959
Eastern Bank
Massachusetts
$245K
RCI
1960
RS Crum Inc
California
$245K
KFGK
1961
Keystone Financial Group (Kentucky)
Kentucky
$245K +$525 +4 +0.2%
CB
1962
CNB Bank
Pennsylvania
$244K -$36K -274 -12%
FVWA
1963
Foster Victor Wealth Advisors
South Carolina
$244K -$3.81K -29 -1%
TFA
1964
Triad Financial Advisors
North Carolina
$243K -$7.35K -56 -3%
SAI
1965
Systematic Alpha Investments
New Jersey
$242K
SRC
1966
Samson Rock Capital
United Kingdom
$242K +$267K +2,037 New
KFI
1967
Key Financial Inc
Pennsylvania
$241K +$4.46K +34 +2%
WCFA
1968
Walkner Condon Financial Advisors
Wisconsin
$241K +$11.8K +90 +5%
MCWS
1969
McKinley Carter Wealth Services
West Virginia
$240K
VCWA
1970
Vanguard Capital Wealth Advisors
Colorado
$240K +$4.2K +32 +2%
FFA
1971
Fragasso Financial Advisors
Pennsylvania
$239K +$1.05K +8 +0.4%
AIA
1972
Arbor Investment Advisors
North Carolina
$238K -$159K -1,212 -38%
GDP
1973
Great Diamond Partners
Maine
$238K -$3.02K -23 -1%
EIA
1974
Eldridge Investment Advisors
New Hampshire
$238K -$131 -1 -0%
NRI
1975
NFP Retirement Inc
California
$237K +$5.91K +45 +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.