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 %
HB
2101
Horizon Bancorp
Indiana
$241K +$241K +1,714 New
KFI
2102
Key Financial Inc
Pennsylvania
$241K
AIP
2103
Ahrens Investment Partners
Louisiana
$241K +$241K +1,708 New
FC
2104
Financial Consulate
Maryland
$240K +$141 +1 +0.1%
CP
2105
Castleview Partners
Texas
$240K +$986 +7 +0.4%
WHC
2106
Wulff, Hansen & Co
California
$239K -$1.41K -10 -0.6%
CCA
2107
Cottonwood Capital Advisors
Utah
$238K -$1.69K -12 -0.7%
RG
2108
Renaissance Group
Kentucky
$237K -$5.64K -40 -2%
CWA
2109
CM Wealth Advisors
Ohio
$237K +$237K +1,683 New
HS
2110
Horan Securities
United States
$237K +$8.88K +63 +4%
LAS
2111
LWM Advisory Services
Florida
$237K -$109K -772 -32%
VFP
2112
Verus Financial Partners
Virginia
$236K -$52.7K -391 -18%
AMG
2113
Asset Management Group
Connecticut
$235K +$235K +1,670 New
CWA
2114
Carolina Wealth Advisors
South Carolina
$234K
OBWP
2115
O'Brien Wealth Partners
Massachusetts
$234K -$282 -2 -0.1%
EDRIA
2116
Edmonds Duncan Registered Investment Advisors
Kansas
$234K +$234K +1,659 New
JFGIW
2117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234K
CFD
2118
Creative Financial Designs
Indiana
$233K +$845 +6 +0.4%
MCM
2119
Morton Capital Management
California
$233K +$233K +1,656 New
AFT
2120
Alpha Family Trust
California
$233K +$233K +1,655 New
FPWM
2121
FSB Premier Wealth Management
Iowa
$233K +$233K +1,651 New
LC
2122
Lincoln Capital
Nebraska
$233K +$233K +1,650 New
TP
2123
Tranquility Partners
Tennessee
$232K +$232K +1,648 New
CPWA
2124
Cerro Pacific Wealth Advisors
California
$232K +$232K +1,647 New
TWM
2125
Trinity Wealth Management
Pennsylvania
$232K +$232K +1,644 New