2,277 hedge funds and large institutions have $62.5B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,049 increasing their positions, 796 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
-89
Holders Change %
-3.76%
% of All Funds
39.37%
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
1,049
Reduced
796
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$813M
Net Calls Change
+$692M
Name Holding Trade Value Shares
Change
Shares
Change %
SL
2026
Salomon & Ludwin
Virginia
$219K +$219K +1,840 New
PA
2027
Procyon Advisors
Connecticut
$218K -$24.2K -204 -10%
AFAS
2028
Acorn Financial Advisory Services
Virginia
$218K -$3.09K -26 -1%
PCI
2029
Planning Center Inc
Illinois
$218K
FFMBT
2030
First Farmers & Merchants Bank Trust
Tennessee
$218K
Loomis, Sayles & Company
2031
Loomis, Sayles & Company
Massachusetts
$218K +$144K +1,207 +193%
KOC
2032
Koss-Olinger Consulting
Florida
$217K -$112K -941 -34%
CNB
2033
Camden National Bank
Maine
$217K -$40.4K -340 -16%
OPOWM
2034
One Plus One Wealth Management
Florida
$217K
PCM
2035
Palisade Capital Management
New Jersey
$216K -$59.5K -500 -22%
MIM
2036
Miller Investment Management
Pennsylvania
$216K
CTA
2037
Colonial Trust Advisors
South Carolina
$216K +$216K +1,816 New
FG
2038
Foster Group
Iowa
$215K -$3.45K -29 -2%
EFL
2039
ERn Financial LLC
Wisconsin
$215K +$8.43K +71 +4%
GM
2040
GeoWealth Management
Illinois
$214K -$66K -554 -24%
MLL
2041
Moody Lynn & Lieberson
Massachusetts
$213K -$12.6K -106 -6%
BAM
2042
Boyar Asset Management
New York
$213K
RCA
2043
Reitz Capital Advisors
Michigan
$212K -$262K -2,208 -55%
CGFA
2044
Colton Groome Financial Advisors
North Carolina
$212K +$7.36K +62 +4%
DWM
2045
Destination Wealth Management
California
$211K -$161K -1,353 -43%
RBC
2046
Roble Belko & Company
Pennsylvania
$210K -$18.7K -157 -8%
CWM
2047
Centric Wealth Management
Illinois
$210K -$1.54K -13 -0.7%
SFS
2048
Security Financial Services
Indiana
$210K
ECAM
2049
East Coast Asset Management
Massachusetts
$210K
GCA
2050
Gradient Capital Advisors
California
$210K +$476 +4 +0.2%