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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
MAM
2001
Marotta Asset Management
Virginia
$229K
NSB
2002
Norway Savings Bank
Maine
$229K -$13.1K -100 -5%
DI
2003
Disciplined Investments
Oklahoma
$229K -$1.18K -9 -0.5%
BWA
2004
BlueSky Wealth Advisors
North Carolina
$229K +$253K +1,927 New
GEA
2005
Glen Eagle Advisors
New Jersey
$229K
BWA
2006
Blodgett Wealth Advisors
California
$228K
CFA
2007
Compass Financial Advisors
Indiana
$228K
DG
2008
DMC Group
Alabama
$228K +$26.1K +199 +12%
SWM
2009
Scissortail Wealth Management
Oklahoma
$228K +$46.9K +357 +27%
NQWM
2010
Northwest Quadrant Wealth Management
Oregon
$226K +$919 +7 +0.4%
RWM
2011
Rench Wealth Management
Texas
$226K +$3.15K +24 +1%
LDFR
2012
Lehman & Derafelo Financial Resources
Pennsylvania
$225K
SDIC
2013
South Dakota Investment Council
South Dakota
$224K -$5.52M -42,028 -96%
HSWM
2014
Hubbell Strickland Wealth Management
Louisiana
$224K
MWA
2015
Monograph Wealth Advisors
California
$224K +$1.44K +11 +0.6%
MAG
2016
MRA Advisory Group
New Jersey
$224K +$1.57K +12 +0.6%
HHGA
2017
Halbert Hargrove Global Advisors
California
$224K +$16.3K +124 +7%
WI
2018
WrapManager Inc
California
$223K -$22.7K -173 -8%
WFA
2019
Wade Financial Advisory
California
$222K -$40.3K -307 -14%
RRC
2020
Relaxing Retirement Coach
Massachusetts
$222K
SIC
2021
Sterling Investment Counsel
New York
$222K
BCM
2022
Beck Capital Management
Texas
$222K +$245K +1,868 New
SSC
2023
Syverson Strege & Co
Iowa
$221K -$24.7K -188 -9%
RDWM
2024
Red Door Wealth Management
Tennessee
$220K -$55.6K -424 -19%
MC
2025
Middleton & Co
Massachusetts
$220K -$13.1K -100 -5%

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.