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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
CC
2201
Corsicana & Co
Texas
$42K +$6.96K +53 +18%
HWMA
2202
Heritage Wealth Management (Arizona)
Arizona
$41K +$2.1K +16 +5%
KFS
2203
Kelly Financial Services
Massachusetts
$39.2K +$262 +2 +0.6%
MFA
2204
McClarren Financial Advisors
Pennsylvania
$38K +$42.8K +326 New
BCPWM
2205
Bradley & Co Private Wealth Management
Florida
$37K
KLWA
2206
Kelly Lawrence W & Associates
California
$37K
PCFFS
2207
Pacific Center for Financial Services
California
$37K
RDIA
2208
RE Dickinson Investment Advisors
Iowa
$37K
IHWM
2209
Iron Horse Wealth Management
Iowa
$36K -$78.9K -601 -67%
DWP
2210
Destiny Wealth Partners
Florida
$36K
BIA
2211
Bell Investment Advisors
California
$36K +$6.56K +50 +20%
EC
2212
EdgeRock Capital
Colorado
$36K +$39.8K +303 New
WIM
2213
Westside Investment Management
California
$35.7K
MBFW
2214
Morton Brown Family Wealth
Pennsylvania
$35K -$1.44K -11 -4%
PP
2215
PrairieView Partners
Minnesota
$34K
ICM
2216
Islay Capital Management
Texas
$34K +$8.14K +62 +27%
PI
2217
PFS Investments
Georgia
$31.8K +$8.38M +63,870 +31%
JWM
2218
Janiczek Wealth Management
Colorado
$31K +$4.72K +36 +16%
WPA
2219
West Paces Advisors
Georgia
$30.7K
CWA
2220
Clearview Wealth Advisors
Oregon
$29K +$131 +1 +0.4%
WA
2221
Win Advisors
Florida
$27K -$787 -6 -3%
DWMG
2222
DB Wealth Management Group
California
$27K
CA
2223
Centerpoint Advisors
Massachusetts
$26K -$10.5K -80 -27%
CH
2224
Canton Hathaway
Rhode Island
$26K
BBPWM
2225
Blue Bell Private Wealth Management
Pennsylvania
$25K -$131 -1 -0.5%

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.