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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
HGERS
2151
Householder Group Estate & Retirement Specialist
Arizona
$97K +$108K +821 New
QT
2152
Quantbot Technologies
New York
$96K +$107K +813 New
BG
2153
Bollard Group
Massachusetts
$95K
BFPW
2154
BOK Financial Private Wealth
Colorado
$94K
AWM
2155
Accel Wealth Management
Iowa
$93K +$394 +3 +0.4%
ASBI
2156
American State Bank (Iowa)
Iowa
$91.5K
WAM
2157
Worth Asset Management
Texas
$90K -$1.28M -9,724 -93%
LPP
2158
Life Planning Partners
Florida
$88.5K
APC
2159
Aspire Private Capital
North Carolina
$87K -$2.49K -19 -3%
PWMG
2160
Prestige Wealth Management Group
New Jersey
$85K +$14.7K +112 +19%
SC
2161
Stephens Consulting
Michigan
$84.6K -$656 -5 -0.7%
AFS
2162
Annapolis Financial Services
Maryland
$80K
S
2163
Surevest
California
$78K -$656 -5 -0.8%
GC
2164
Gould Capital
Washington
$76K
MIM
2165
Macroview Investment Management
Maryland
$76K +$525 +4 +0.6%
FFC
2166
First Financial Corp
Indiana
$74K
SFFS
2167
Stonehage Fleming Financial Services
Jersey
$74K
ACM
2168
AUA Capital Management
Pennsylvania
$71K
CAM
2169
Close Asset Management
United Kingdom
$71K +$4.59K +35 +6%
ARIS
2170
Advanced Research Investment Solutions
California
$70K
EWA
2171
EverSource Wealth Advisors
Alabama
$70K +$6.96K +53 +10%
JIR
2172
James Investment Research
Ohio
$69K
JFA
2173
JNBA Financial Advisors
Minnesota
$69K
MWA
2174
Moser Wealth Advisors
Washington
$68K
SAM
2175
S.A. Mason
Michigan
$67K

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.