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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
RCA
2051
Reitz Capital Advisors
Michigan
$212K -$290K -2,208 -55%
CGFA
2052
Colton Groome Financial Advisors
North Carolina
$212K +$8.14K +62 +4%
DWM
2053
Destination Wealth Management
California
$211K -$178K -1,353 -43%
RBC
2054
Roble Belko & Company
Pennsylvania
$210K -$20.6K -157 -8%
CWM
2055
Centric Wealth Management
Illinois
$210K -$1.71K -13 -0.7%
ECAM
2056
East Coast Asset Management
Massachusetts
$210K
SFS
2057
Security Financial Services
Indiana
$210K
GCA
2058
Gradient Capital Advisors
California
$210K +$525 +4 +0.2%
TWP
2059
Tempus Wealth Planning
California
$210K +$11K +84 +5%
IF
2060
IRON Financial
Illinois
$210K +$26K +198 +13%
SC
2061
Schubert & Co
Texas
$209K -$262 -2 -0.1%
CWM
2062
Castle Wealth Management
Florida
$209K +$656 +5 +0.3%
MCP
2063
Mirador Capital Partners
California
$208K
PTB
2064
Pioneer Trust Bank
Oregon
$207K -$112K -851 -33%
SN
2065
Sittner & Nelson
Oregon
$207K -$79.9K -609 -26%
LC
2066
Lindbrook Capital
California
$207K -$4.99K -38 -2%
PFP
2067
Paragon Financial Partners
California
$206K
WCM
2068
WealthBridge Capital Management
Ohio
$206K
RG
2069
Renaissance Group
Kentucky
$205K
GWANC
2070
Guardian Wealth Advisors (North Carolina)
North Carolina
$205K +$37.4K +285 +20%
FZCM
2071
Flynn Zito Capital Management
New York
$205K +$226K +1,724 New
IA
2072
IAM Advisory
Pennsylvania
$205K +$227K +1,726 New
TFP
2073
Triune Financial Partners
Kansas
$205K
WCM
2074
Wedge Capital Management
North Carolina
$204K +$2.36K +18 +1%
FH
2075
FWG Holdings
Florida
$203K +$1.18K +9 +0.5%

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.