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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
CT
2076
Columbia Trust
Oregon
$203K +$3.81K +29 +2%
WMA
2077
West Michigan Advisors
Michigan
$203K +$3.81K +29 +2%
VCM
2078
Virtue Capital Management
Tennessee
$202K -$83.6K -637 -27%
CCA
2079
Cottonwood Capital Advisors
Utah
$202K
DAM
2080
Diamant Asset Management
Connecticut
$202K
FC
2081
Financial Consulate
Maryland
$202K +$131 +1 +0.1%
MSR
2082
Main Street Research
Connecticut
$202K +$223K +1,703 New
WHC
2083
Wulff, Hansen & Co
California
$202K +$224K +1,704 New
ASFA
2084
All Season Financial Advisors
Colorado
$201K -$362K -2,760 -62%
KCFA
2085
Key Client Fiduciary Advisors
New Jersey
$201K -$20.1K -153 -8%
RIS
2086
Retirement Income Solutions
Michigan
$201K
CP
2087
Castleview Partners
Texas
$201K +$209K +1,593 +1,577%
C
2088
CEDRUS
Colorado
$201K +$222K +1,689 New
B
2089
Brightworth
Georgia
$200K
WCG
2090
Weaver Consulting Group
California
$200K +$221K +1,685 New
CWA
2091
Carolina Wealth Advisors
South Carolina
$197K -$4.86K -37 -2%
OBWP
2092
O'Brien Wealth Partners
Massachusetts
$197K -$1.57K -12 -0.7%
CFD
2093
Creative Financial Designs
Indiana
$196K +$4.07K +31 +2%
TC
2094
Trust Company
Kansas
$194K -$631K -4,810 -75%
HS
2095
Horan Securities
United States
$192K +$787 +6 +0.4%
EW
2096
Evoke Wealth
California
$191K -$3.67K -28 -2%
LB
2097
Legacy Bridge
Iowa
$191K
LF
2098
Lee Financial
Texas
$190K -$394 -3 -0.2%
GFPC
2099
Global Financial Private Client
Florida
$189K -$394 -3 -0.2%
RTC
2100
Riverview Trust Company
Washington
$183K

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.