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 %
RIA
1951
Retirement Investment Advisors
Oklahoma
$297K +$297K +2,110 New
AWM
1952
AllSquare Wealth Management
New York
$297K
EIP
1953
Ellis Investment Partners
Pennsylvania
$297K -$21.3K -151 -7%
HFP
1954
Holistic Financial Partners
Indiana
$297K
UCB
1955
United Community Bank
South Carolina
$297K -$7.33K -52 -2%
MHR
1956
Matthew Hamilton Rosenberg
$296K +$141 +1 +0%
FCA
1957
FinTrust Capital Advisors
South Carolina
$296K -$18.3K -130 -6%
PWA
1958
Phoenix Wealth Advisors
North Carolina
$295K
PGAM
1959
Princeton Global Asset Management
New Jersey
$295K +$844 +6 +0.3%
SRIM
1960
Saratoga Research & Investment Management
California
$294K -$7.61K -54 -3%
PCA
1961
Pallas Capital Advisors
Massachusetts
$294K +$2.68K +19 +0.9%
IAG
1962
Investment Advisory Group
Massachusetts
$294K
BFG
1963
Barber Financial Group
Kansas
$293K +$13.4K +95 +5%
RCG
1964
Rock Creek Group
District of Columbia
$293K -$130K -922 -31%
FAM
1965
Flaharty Asset Management
Florida
$293K +$293K +2,082 New
VAG
1966
VisionPoint Advisory Group
Texas
$293K -$7.55K -55 -3%
MWM
1967
Marietta Wealth Management
Georgia
$292K
NFG
1968
Nadler Financial Group
Illinois
$292K
CWM
1969
Centric Wealth Management
Illinois
$292K +$42.8K +304 +17%
CA
1970
Cambridge Advisors
Nebraska
$292K -$50K -355 -15%
AIP
1971
Almanack Investment Partners
Pennsylvania
$291K -$500K -3,547 -63%
RCI
1972
RS Crum Inc
California
$291K
CCC
1973
Chelsea Counsel Company
California
$290K -$372K -2,640 -56%
VCP
1974
Vista Capital Partners
Oregon
$289K -$9.58K -68 -3%
TFA
1975
Triad Financial Advisors
North Carolina
$289K +$564 +4 +0.2%