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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
SRAM
2326
Spouting Rock Asset Management
Pennsylvania
-$466K -3,300 Closed
SB
2327
Sunflower Bank
Texas
-$421K -2,982 Closed
DIA
2328
Dana Investment Advisors
Wisconsin
-$411K -2,911 Closed
CIAS
2329
CFS Investment Advisory Services
New Jersey
-$404K -2,859 Closed
PHK
2330
Point72 Hong Kong
Hong Kong
-$341K -2,596 Closed
OFG
2331
Oxford Financial Group
Indiana
-$344K -2,433 Closed
WDL
2332
Well Done LLC
Michigan
-$314K -2,222 Closed
AIP
2333
Ahrens Investment Partners
Louisiana
-$309K -2,185 Closed
CCM
2334
Compton Capital Management
Rhode Island
-$307K -2,174 Closed
AWP
2335
Abacus Wealth Partners
California
-$302K -2,141 Closed
MAM
2336
Montchanin Asset Management
Delaware
-$289K -2,050 Closed
HIC
2337
Hartline Investment Corp
Illinois
-$253K -2,011 Closed
UAM
2338
UAS Asset Management
New York
-$282K -2,000 Closed
PCM
2339
Passive Capital Management
Maryland
-$279K -1,976 Closed
BAM
2340
Bosun Asset Management
Illinois
-$276K -1,953 Closed
HWM
2341
Horizon Wealth Management
Illinois
-$270K -1,915 Closed
AT
2342
American Trust
Kentucky
-$264K -1,873 Closed
PIP
2343
Peachtree Investment Partners
Florida
-$263K -1,866 Closed
WFA
2344
WestHill Financial Advisors
California
-$259K -1,835 Closed
PFA
2345
Pathway Financial Advisors
Vermont
-$259K -1,831 Closed
TTWM
2346
TCV Trust & Wealth Management
Virginia
-$253K -1,791 Closed
TDC
2347
Thompson Davis & Co
Virginia
-$251K -1,776 Closed
SFS
2348
Stiles Financial Services
Minnesota
-$247K -1,748 Closed
FA
2349
Financial Advisors
Massachusetts
-$245K -1,734 Closed
PP
2350
Pegasus Partners
Wisconsin
-$244K -1,730 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.