We are live on ! Find out more

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
RA
2126
Rise Advisors
New York
$142K +$53.3K +406 +52%
PA
2127
PSI Advisors
Florida
$140K +$54.9K +418 +55%
PFA
2128
Professional Financial Advisors
Nebraska
$139K
Nomura Holdings
2129
Nomura Holdings
Japan
$137K -$280K -2,136 -66%
M
2130
Mirova
France
$136K +$151K +1,151 New
SFA
2131
Semmax Financial Advisors
North Carolina
$135K +$131 +1 +0.1%
RG
2132
Retirement Group
California
$132K -$1.55M -11,812 -91%
SC
2133
Sierra Capital
Florida
$131K -$80.4K -613 -36%
KC
2134
Kenfarb & Co
Kentucky
$131K
JEST
2135
JTC Employer Solutions Trustee
Jersey
$130K +$20.3K +155 +16%
PK
2136
Pflug Koory
Nebraska
$128K
KA
2137
Kozak & Associates
Colorado
$125K +$1.57K +12 +1%
MAM
2138
Marquette Asset Management
Minnesota
$120K -$656 -5 -0.5%
VC
2139
Vestor Capital
Illinois
$119K
CG
2140
Carmignac Gestion
France
$119K +$131K +1,000 New
HI
2141
Harbour Investments
Wisconsin
$117K
LWA
2142
Lowe Wealth Advisors
Maryland
$116K
RDFA
2143
Ritter Daniher Financial Advisory
Ohio
$116K
LTI
2144
Laffer Tengler Investments
Tennessee
$113K
SAM
2145
Selway Asset Management
$107K -$348K -2,650 -75%
SWM
2146
Stapp Wealth Management
Washington
$107K +$118K +900 New
EWM
2147
Evermay Wealth Management
Virginia
$101K
BCM
2148
Blume Capital Management
California
$100K
GWSG
2149
GPS Wealth Strategies Group
Colorado
$100K +$5.38K +41 +5%
HWM
2150
HighMark Wealth Management
Minnesota
$97K +$1.44K +11 +1%

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.