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 %
LODC
2026
Lanham O'Dell & Company
West Virginia
$267K +$267K +1,897 New
EWA
2027
EverSource Wealth Advisors
Alabama
$267K +$184K +1,306 +222%
GKWIM
2028
Gerber Kawasaki Wealth & Investment Management
California
$267K -$29.2K -207 -10%
VFA
2029
Voya Financial Advisors
Connecticut
$266K +$266K +1,887 New
HSWM
2030
Hubbell Strickland Wealth Management
Louisiana
$266K
EFL
2031
ERn Financial LLC
Wisconsin
$266K +$10.7K +76 +4%
SMWM
2032
Silvia McColl Wealth Management
California
$266K +$266K +1,885 New
SIC
2033
Sterling Investment Counsel
New York
$265K
AC
2034
ASB Consultores
Florida
$264K +$264K +1,874 New
WI
2035
WrapManager Inc
California
$264K -$281 -2 -0.1%
SSC
2036
Syverson Strege & Co
Iowa
$264K +$1.55K +11 +0.6%
FA
2037
Faithward Advisors
Pennsylvania
$264K +$264K +1,873 New
PCMC
2038
Private Capital Management (Colorado)
Colorado
$264K -$65.8K -467 -20%
WFA
2039
Wade Financial Advisory
California
$263K
RRC
2040
Relaxing Retirement Coach
Massachusetts
$262K
CNB
2041
Camden National Bank
Maine
$262K +$4.37K +31 +2%
FCA
2042
Fortis Capital Advisors
Kansas
$262K +$262K +1,859 New
GDP
2043
Great Diamond Partners
Maine
$262K -$21.1K -150 -7%
BWA
2044
BlueSky Wealth Advisors
North Carolina
$261K -$10.1K -72 -4%
LA
2045
Latitude Advisors
Florida
$261K +$261K +1,854 New
HCMG
2046
Howard Capital Management Group
California
$261K
IF
2047
IRON Financial
Illinois
$261K +$11K +78 +4%
PCP
2048
Proficio Capital Partners
Massachusetts
$260K +$260K +1,849 New
MC
2049
Middleton & Co
Massachusetts
$260K
AFAS
2050
Acorn Financial Advisory Services
Virginia
$260K +$986 +7 +0.4%