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 %
IR
2176
IAT Reinsurance
New York
$211K
NSCM
2177
New South Capital Management
Tennessee
$211K +$211K +1,500 New
CI
2178
CPR Investments
Michigan
$210K -$92.7K -658 -31%
SPI
2179
Sutton Place Investors
New York
$210K +$210K +1,493 New
SDWIA
2180
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$210K +$210K +1,491 New
MW
2181
MBL Wealth
North Carolina
$210K +$210K +1,489 New
SB
2182
Sunflower Bank
Texas
$210K +$210K +1,497 New
RMAM
2183
Raab & Moskowitz Asset Management
New Jersey
$210K +$210K +1,489 New
JF
2184
Joule Financial
Kentucky
$210K +$210K +1,488 New
MAWA
2185
Moss Adams Wealth Advisors
Washington
$210K +$210K +1,487 New
PWMG
2186
Provence Wealth Management Group
California
$208K +$208K +1,477 New
BC
2187
Burleson & Co
California
$208K +$141 +1 +0.1%
PSP
2188
Pacific Sage Partners
Washington
$208K +$208K +1,474 New
BLAM
2189
Bourne Lent Asset Management
New York
$207K +$207K +1,470 New
PWA
2190
Primoris Wealth Advisors
Florida
$207K +$207K +1,470 New
MAM
2191
Marquette Asset Management
Minnesota
$207K +$64.1K +455 +45%
RWA
2192
Roberts Wealth Advisors
California
$207K +$207K +1,459 New
TCM
2193
Towercrest Capital Management
Pennsylvania
$207K +$207K +1,466 New
UBG
2194
United Bank (Georgia)
Georgia
$206K +$206K +1,463 New
AWMG
2195
Alliance Wealth Management Group
New Jersey
$206K +$206K +1,463 New
CJL
2196
Cyrus J. Lawrence
New York
$206K -$3.24K -23 -2%
WPW
2197
Warther Private Wealth
Ohio
$206K +$206K +1,461 New
CFCI
2198
Comprehensive Financial Consultants Institutional
Indiana
$205K +$205K +1,411 New
FMTCOCP
2199
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$205K +$17.2K +122 +9%
FAT
2200
First American Trust
California
$205K +$205K +1,454 New