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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
RPA
2026
Rock Point Advisors
Vermont
$220K -$2.63K -20 -1%
CW
2027
Cook Wealth
North Carolina
$220K
HCMG
2028
Howard Capital Management Group
California
$220K
SCI
2029
Stableford Capital II
Arizona
$220K
SFS
2030
Summit Financial Strategies
Ohio
$220K +$20.2K +154 +9%
JFGIW
2031
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219K -$23.4K -178 -10%
FBFS
2032
First Business Financial Services
Wisconsin
$219K +$15.4K +117 +7%
SL
2033
Salomon & Ludwin
Virginia
$219K +$241K +1,840 New
PA
2034
Procyon Advisors
Connecticut
$218K -$26.8K -204 -10%
AFAS
2035
Acorn Financial Advisory Services
Virginia
$218K -$3.41K -26 -1%
FFMBT
2036
First Farmers & Merchants Bank Trust
Tennessee
$218K
PCI
2037
Planning Center Inc
Illinois
$218K
Loomis, Sayles & Company
2038
Loomis, Sayles & Company
Massachusetts
$218K +$158K +1,207 +193%
BFS
2039
Beacon Financial Strategies
North Carolina
$217K
KOC
2040
Koss-Olinger Consulting
Florida
$217K -$123K -941 -34%
CNB
2041
Camden National Bank
Maine
$217K -$44.6K -340 -16%
OPOWM
2042
One Plus One Wealth Management
Florida
$217K
PCM
2043
Palisade Capital Management
New Jersey
$216K -$65.6K -500 -22%
MIM
2044
Miller Investment Management
Pennsylvania
$216K
CTA
2045
Colonial Trust Advisors
South Carolina
$216K +$238K +1,816 New
FG
2046
Foster Group
Iowa
$215K -$3.81K -29 -2%
EFL
2047
ERn Financial LLC
Wisconsin
$215K +$9.32K +71 +4%
GM
2048
GeoWealth Management
Illinois
$214K -$72.7K -554 -24%
MLL
2049
Moody Lynn & Lieberson
Massachusetts
$213K -$13.9K -106 -6%
BAM
2050
Boyar Asset Management
New York
$213K

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.