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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
HC
1976
Hamilton Capital
Ohio
$237K -$114K -872 -30%
DI
1977
DFPG Investments
Utah
$237K -$107K -816 -31%
AFS
1978
Axiom Financial Strategies
Indiana
$237K -$1.84K -14 -0.7%
TWM
1979
Triton Wealth Management
Arizona
$237K
MAWCM
1980
Mine & Arao Wealth Creation & Management
California
$237K +$262K +2,000 New
BFG
1981
Barber Financial Group
Kansas
$236K -$29.7K -226 -10%
WA
1982
Wealthstream Advisors
New York
$236K +$30.7K +234 +13%
RF
1983
Robbins Farley
New Hampshire
$236K +$43.8K +334 +20%
EIG
1984
Ellenbecker Investment Group
Wisconsin
$235K +$38.1K +290 +17%
GHA
1985
GW Henssler & Associates
Georgia
$234K -$98.4K -750 -28%
EBA
1986
Eagle Bay Advisors
New York
$234K -$32.2K -245 -11%
CPSAC
1987
Chas P. Smith & Associates (CPS)
Florida
$234K -$12.5K -95 -5%
PA
1988
Parkside Advisors
California
$234K
AWS
1989
AJ Wealth Strategies
New York
$234K +$1.31K +10 +0.5%
CRI
1990
Colonial River Investments
Virginia
$234K +$15.5K +118 +6%
SEP
1991
Southland Equity Partners
Missouri
$234K +$1.05K +8 +0.4%
CBOR
1992
Community Bank of Raymore
Missouri
$233K
MKA
1993
M. Kulyk & Associates
Georgia
$233K
PIMG
1994
Patriot Investment Management Group
Tennessee
$232K -$656 -5 -0.3%
CAWM
1995
Capital Advisors Wealth Management
Washington
$232K +$8.4K +64 +3%
GFP
1996
Gryphon Financial Partners
Ohio
$232K +$35.6K +271 +16%
MF
1997
Meridian Financial
Massachusetts
$231K -$1.84K -14 -0.7%
CWM
1998
Calamos Wealth Management
Illinois
$231K -$3.81K -29 -1%
PP
1999
PFS Partners
New Jersey
$231K
JSL
2000
JT Stratford LLC
Georgia
$230K +$23.5K +179 +10%

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.