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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
MGIM
2276
M&G Investment Management
United Kingdom
$1.49K +$834K +6,354 +103%
MOS
2277
MGO One Seven
Ohio
$1.38K -$33.3K -254 -2%
NDSI
2278
Newman Dignan & Sheerar Inc
Rhode Island
$1.23K +$12.7K +97 +0.9%
FSWA
2279
Financial Synergies Wealth Advisors
Texas
$1.19K -$262 -2 -17%
BIM
2280
Baldwin Investment Management
Pennsylvania
$1.09K -$1.44K -11 -0.1%
WA
2281
WestEnd Advisors
North Carolina
$1K -$131 -1 -13%
EAM
2282
Eukles Asset Management
Ohio
$1K
KFP
2283
KB Financial Partners
New Jersey
$1K
FHC
2284
First Heartland Consultants
Missouri
$314 +$26.8K +204 +8%
FGAM
2285
Financial Gravity Asset Management
Texas
$176 -$11.5K -88 -16%
JMF
2286
Johnson Midwest Financial
Iowa
$160 -$1.31K -10 -0.7%
WRCM
2287
Whale Rock Capital Management
Massachusetts
-$59.8M -423,363 Closed
LP
2288
LMR Partners
United Kingdom
-$22.6M -160,005 Closed
ERSOT
2289
Employees Retirement System of Texas
Texas
-$21.9M -155,000 Closed
NI
2290
Nepsis Inc
Minnesota
-$13.2M -93,197 Closed
BC
2291
Breakline Capital
New York
-$9.87M -69,902 Closed
MSRPS
2292
Maryland State Retirement & Pension System
Maryland
-$9.77M -69,180 Closed
VIM
2293
Vancity Investment Management
British Columbia, Canada
-$9.53M -67,461 Closed
DGAM
2294
Desjardins Global Asset Management
Quebec, Canada
-$9.48M -67,161 Closed
LOAMU
2295
Lombard Odier Asset Management (USA)
New York
-$4.92M -37,500 Closed
FAP
2296
Financial Advisory Partners
Florida
-$3.93M -27,812 Closed
HT
2297
HighTower Trust
Texas
-$5.46K -26,453 Closed
UA
2298
Unison Advisors
District of Columbia
-$3.06M -21,639 Closed
CWM
2299
Cordatus Wealth Management
Pennsylvania
-$2.88M -20,392 Closed
AWM
2300
Avitas Wealth Management
California
-$2.46M -17,389 Closed

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.