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 %
WCM
2201
WealthBridge Capital Management
Ohio
$205K -$423 -3 -0.2%
PFA
2202
Pure Financial Advisors
California
$205K +$205K +1,454 New
FMC
2203
First Merchants Corp
Indiana
$205K +$205K +1,454 New
PFGIA
2204
Patriot Financial Group Insurance Agency
Massachusetts
$204K +$204K +1,451 New
FA
2205
Fiducient Advisors
Illinois
$204K +$204K +1,450 New
DAM
2206
Diamant Asset Management
Connecticut
$204K -$35.2K -250 -15%
MCM
2207
Monument Capital Management
Virginia
$204K +$204K +1,448 New
HBW
2208
Hazlett, Burt & Watson
West Virginia
$204K +$2.39K +17 +1%
FRM
2209
Foundation Resource Management
Arkansas
$204K +$204K +1,449 New
LAM
2210
Lountzis Asset Management
Pennsylvania
$204K +$204K +1,500 New
VAFP
2211
Vahanian & Associates Financial Planning
New York
$204K +$204K +1,446 New
SL
2212
Stevard LLC
Illinois
$203K +$203K +1,443 New
IAP
2213
Indie Asset Partners
Indiana
$203K +$203K +1,443 New
ME
2214
McIlrath & Eck
Washington
$203K +$3.8K +27 +2%
QL
2215
Quarry LP
New York
$203K +$203K +1,441 New
SC
2216
Steph & Co
Wisconsin
$203K
V
2217
VeraBank
Texas
$202K +$202K +1,431 New
CWM
2218
CCG Wealth Management
California
$201K +$201K +1,428 New
CA
2219
Cortland Associates
Missouri
$201K +$201K +1,427 New
CFO
2220
CVA Family Office
Colorado
$198K +$9.44K +67 +5%
JMF
2221
Johnson Midwest Financial
Iowa
$190K
MRCM
2222
M&R Capital Management
New Jersey
$190K -$142K -1,010 -43%
PO
2223
Private Ocean
California
$189K +$704 +5 +0.4%
OCM
2224
Orion Capital Management
California
$189K
AWM
2225
Align Wealth Management
Oklahoma
$184K +$184K +1,548 New