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 %
KAM
2151
KEB Asset Management
Illinois
$221K +$221K +1,572 New
OFS
2152
Oldfather Financial Services
Nebraska
$221K +$221K +1,567 New
MAM
2153
Meeder Asset Management
Ohio
$219K -$1.77M -12,575 -89%
GFPC
2154
Global Financial Private Client
Florida
$219K
CWS
2155
Cypress Wealth Services
California
$219K +$219K +1,553 New
MAM
2156
Montchanin Asset Management
Delaware
$218K +$218K +1,550 New
SNB
2157
Security National Bank
Nebraska
$218K +$218K +1,545 New
GWM
2158
Gray Wealth Management
Maine
$217K +$217K +1,544 New
HWA
2159
HCR Wealth Advisors
California
$217K +$217K +1,538 New
PWA
2160
Physician Wealth Advisors
Utah
$216K +$216K +1,528 New
AA
2161
Apriem Advisors
California
$216K +$216K +1,530 New
FA
2162
Financial Advisors
Massachusetts
$215K +$215K +1,529 New
TC
2163
Trust Company
Kansas
$215K -$15.8K -112 -7%
LMKC
2164
L.M. Kohn & Company
Ohio
$214K +$214K +1,517 New
LCC
2165
Lincoln Capital Corp
Rhode Island
$214K -$141K -1,000 -40%
TLCM
2166
Twin Lakes Capital Management
California
$213K +$704 +5 +0.3%
FAFN
2167
First Affirmative Financial Network
Colorado
$213K +$213K +1,514 New
EP
2168
Edgestream Partners
New Jersey
$213K -$1.63M -11,596 -88%
IA
2169
IAM Advisory
Pennsylvania
$213K -$30.3K -215 -12%
ARG
2170
Advisory Resource Group
Oklahoma
$213K +$213K +1,511 New
AT
2171
American Trust
Kentucky
$212K +$212K +1,505 New
LC
2172
Landaas & Company
Wisconsin
$212K -$185K -1,312 -47%
FPB
2173
First PREMIER Bank
South Dakota
$212K
SWM
2174
Seed Wealth Management
Illinois
$212K +$212K +1,504 New
MAWCM
2175
Mine & Arao Wealth Creation & Management
California
$211K -$70.4K -500 -25%