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 %
WIA
1951
World Investment Advisors
California
$245K -$170K -1,436 -41%
RCI
1952
RS Crum Inc
California
$245K
EB
1953
Eastern Bank
Massachusetts
$245K
KFGK
1954
Keystone Financial Group (Kentucky)
Kentucky
$245K +$475 +4 +0.2%
CB
1955
CNB Bank
Pennsylvania
$244K -$32.6K -274 -12%
FVWA
1956
Foster Victor Wealth Advisors
South Carolina
$244K -$3.54K -29 -1%
TFA
1957
Triad Financial Advisors
North Carolina
$243K -$6.65K -56 -3%
SAI
1958
Systematic Alpha Investments
New Jersey
$242K
SRC
1959
Samson Rock Capital
United Kingdom
$242K +$242K +2,037 New
KFI
1960
Key Financial Inc
Pennsylvania
$241K +$4.04K +34 +2%
WCFA
1961
Walkner Condon Financial Advisors
Wisconsin
$241K +$10.7K +90 +5%
MCWS
1962
McKinley Carter Wealth Services
West Virginia
$240K
VCWA
1963
Vanguard Capital Wealth Advisors
Colorado
$240K +$3.81K +32 +2%
FFA
1964
Fragasso Financial Advisors
Pennsylvania
$239K +$951 +8 +0.4%
AIA
1965
Arbor Investment Advisors
North Carolina
$238K -$144K -1,212 -38%
GDP
1966
Great Diamond Partners
Maine
$238K -$2.73K -23 -1%
EIA
1967
Eldridge Investment Advisors
New Hampshire
$238K -$119 -1 -0%
NRI
1968
NFP Retirement Inc
California
$237K +$5.35K +45 +2%
HC
1969
Hamilton Capital
Ohio
$237K -$104K -872 -30%
DI
1970
DFPG Investments
Utah
$237K -$106K -816 -31%
AFS
1971
Axiom Financial Strategies
Indiana
$237K -$1.66K -14 -0.7%
TWM
1972
Triton Wealth Management
Arizona
$237K
MAWCM
1973
Mine & Arao Wealth Creation & Management
California
$237K +$237K +2,000 New
BFG
1974
Barber Financial Group
Kansas
$236K -$26.8K -226 -10%
WA
1975
Wealthstream Advisors
New York
$236K +$27.8K +234 +13%