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 %
CFP
2076
Catalyst Financial Partners
Massachusetts
$250K +$250K +1,772 New
SFS
2077
Security Financial Services
Indiana
$249K
GCA
2078
Gradient Capital Advisors
California
$249K +$564 +4 +0.2%
ECAM
2079
East Coast Asset Management
Massachusetts
$249K
CWA
2080
Continuum Wealth Advisors
New York
$249K +$249K +1,764 New
CWG
2081
Cornerstone Wealth Group
North Carolina
$248K +$248K +1,759 New
DWM
2082
Drive Wealth Management
Utah
$247K +$247K +1,756 New
MCP
2083
Mirador Capital Partners
California
$247K
WIA
2084
World Investment Advisors
California
$247K -$44.1K -313 -15%
TAM
2085
Townsend Asset Management
North Carolina
$246K +$246K +1,747 New
CT
2086
Columbia Trust
Oregon
$245K +$3.24K +23 +1%
SN
2087
Sittner & Nelson
Oregon
$245K
MFWP
2088
Mosaic Family Wealth Partners
Missouri
$245K +$245K +1,736 New
KIG
2089
Kowal Investment Group
Wisconsin
$244K -$85.4K -606 -26%
FZCM
2090
Flynn Zito Capital Management
New York
$244K +$1.41K +10 +0.6%
PFP
2091
Paragon Financial Partners
California
$244K
GWANC
2092
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$704 +5 +0.3%
WAL
2093
W Advisors LLC
Tennessee
$243K -$49.7K -353 -17%
EAM
2094
Evanson Asset Management
California
$243K +$243K +1,725 New
TFP
2095
Triune Financial Partners
Kansas
$243K
SCI
2096
Stableford Capital II
Arizona
$243K
WCM
2097
Wedge Capital Management
North Carolina
$242K
FH
2098
FWG Holdings
Florida
$242K +$1.13K +8 +0.5%
AO
2099
Advisor OS
Illinois
$241K +$241K +1,713 New
RBC
2100
Roble Belko & Company
Pennsylvania
$241K -$8.33K -59 -3%