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 %
MWM
2301
MinichMacGregor Wealth Management
New York
$73.8K +$73.8K +523 New
HWA
2302
HHM Wealth Advisors
Tennessee
$73.4K -$1.41K -10 -2%
BHWM
2303
Beaird Harris Wealth Management
Texas
$73.3K +$1.97K +14 +3%
WOC
2304
West Oak Capital
California
$72K -$2.82K -20 -4%
SL
2305
Savior LLC
Massachusetts
$70.4K
MCI
2306
MRP Capital Investments
Georgia
$70.4K +$70.4K +500 New
CB
2307
Centennial Bank
Arkansas
$67.2K +$67.2K +477 New
AWM
2308
Abound Wealth Management
Tennessee
$66.9K +$3.94K +28 +6%
TSWM
2309
Tyler-Stone Wealth Management
Ohio
$64K
MCA
2310
Maryland Capital Advisors
Maryland
$63.4K
AFS
2311
Annapolis Financial Services
Maryland
$58.3K -$37.1K -263 -39%
FA
2312
Financial Avengers
California
$58.2K +$564 +4 +1%
YDMI
2313
Y.D. More Investments
Israel
$56.4K +$56.4K +400 New
RF
2314
Robbins Farley
New Hampshire
$55.5K -$225K -1,594 -80%
NECFA
2315
New England Capital Financial Advisors
Connecticut
$55.5K +$55.5K +393 New
AW
2316
Avion Wealth
Texas
$54K
WBC
2317
West Branch Capital
Massachusetts
$53.5K +$1.41K +10 +3%
VLKIM
2318
Van Lanschot Kempen Investment Management
Netherlands
$51.4K
FWA
2319
FSC Wealth Advisors
New York
$50.2K
JWM
2320
Janiczek Wealth Management
Colorado
$50.1K +$11.2K +77 +29%
CWM
2321
Compass Wealth Management
Connecticut
$48.5K +$48.5K +344 New
KFS
2322
Kelly Financial Services
Massachusetts
$46.9K +$422 +3 +0.9%
DWP
2323
Destiny Wealth Partners
Florida
$46.8K +$4.51K +32 +11%
MFA
2324
McClarren Financial Advisors
Pennsylvania
$46K +$558 +4 +1%
BIA
2325
Bell Investment Advisors
California
$44.5K +$2.11K +15 +5%