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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
TLCM
2101
Twin Lakes Capital Management
California
$179K +$787 +6 +0.4%
FPB
2102
First PREMIER Bank
South Dakota
$179K +$10.5K +80 +6%
GWA
2103
Gibson Wealth Advisors
Texas
$178K
IR
2104
IAT Reinsurance
New York
$178K
CJL
2105
Cyrus J. Lawrence
New York
$176K
BC
2106
Burleson & Co
California
$175K +$131 +1 +0.1%
TAM
2107
Tucker Asset Management
Colorado
$174K +$4.99K +38 +3%
C
2108
Covestor
United Kingdom
$173K +$91.3K +696 +91%
SC
2109
Steph & Co
Wisconsin
$171K
HBW
2110
Hazlett, Burt & Watson
West Virginia
$170K +$2.36K +18 +1%
ME
2111
McIlrath & Eck
Washington
$168K +$262 +2 +0.1%
Bank of Montreal
2112
Bank of Montreal
Ontario, Canada
$167K -$13.6M -103,964 -8%
FDCC
2113
Foster Dykema Cabot & Co
Massachusetts
$163K
CFO
2114
CVA Family Office
Colorado
$159K -$60K -457 -25%
ANBT
2115
American National Bank & Trust
Texas
$159K +$6.3K +48 +4%
OCM
2116
Orion Capital Management
California
$159K +$97K +739 +123%
PO
2117
Private Ocean
California
$158K -$65.1K -496 -27%
FMTCOCP
2118
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$158K
FRA
2119
Front Row Advisors
California
$155K
PVH
2120
Psagot Value Holdings
Israel
$149K
ABLA
2121
Alan B. Lancz & Associates
Ohio
$148K
SA
2122
SRH Advisors
Kansas
$146K
LS
2123
Livforsakringsbolaget Skandia
Sweden
$144K -$656K -5,000 -80%
FCMT
2124
Founders Capital Management (Texas)
Texas
$143K
CMP
2125
Coston McIsaac & Partners
Maine
$142K +$1.05K +8 +0.7%

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.