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 %
JAG
1976
Journey Advisory Group
Kentucky
$288K -$21.3K -151 -7%
FVWA
1977
Foster Victor Wealth Advisors
South Carolina
$288K +$719 +5 +0.3%
TSWM
1978
Triangle Securities Wealth Management
North Carolina
$288K -$92.2K -654 -24%
SAI
1979
Systematic Alpha Investments
New Jersey
$287K
WC
1980
Woodstock Corp
Massachusetts
$287K -$71.9K -510 -20%
RCA
1981
Resonant Capital Advisors
Wisconsin
$287K -$11K -78 -4%
FOA
1982
Five Oceans Advisors
California
$286K -$8.03K -57 -3%
VCWA
1983
Vanguard Capital Wealth Advisors
Colorado
$286K +$1.41K +10 +0.5%
SEP
1984
Southland Equity Partners
Missouri
$285K +$8.17K +58 +3%
MGAM
1985
McGowan Group Asset Management
Texas
$285K -$39.9K -283 -12%
BAM
1986
BOS Asset Management
Illinois
$284K +$284K +2,019 New
FFA
1987
Fragasso Financial Advisors
Pennsylvania
$284K +$986 +7 +0.3%
MAG
1988
MRA Advisory Group
New Jersey
$284K +$16.6K +118 +6%
WWA
1989
WC Walker & Associates
California
$283K +$22.1K +169 +8%
EIA
1990
Eldridge Investment Advisors
New Hampshire
$283K
FFA
1991
Farther Finance Advisors
California
$283K +$283K +2,007 New
CFA
1992
Compass Financial Advisors
Indiana
$282K +$11.4K +81 +4%
GFP
1993
Gryphon Financial Partners
Ohio
$282K +$7.33K +52 +3%
CPSAC
1994
Chas P. Smith & Associates (CPS)
Florida
$282K +$4.93K +35 +2%
WCFA
1995
Walkner Condon Financial Advisors
Wisconsin
$282K -$3.52K -25 -1%
EA
1996
Ergawealth Advisors
Illinois
$282K +$282K +2,000 New
NRI
1997
NFP Retirement Inc
California
$282K +$423 +3 +0.2%
MWM
1998
Merriman Wealth Management
Washington
$281K -$71.6K -508 -20%
PWMG
1999
Prestige Wealth Management Group
New Jersey
$281K +$180K +1,277 +178%
HP
2000
Hyperion Partners
Pennsylvania
$280K +$280K +1,989 New