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IBM
IBM

Overview Fund Activity

2,277 hedge funds and large institutions have $62.5B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,049 increasing their positions, 796 reducing their positions, and 160 closing their positions.

Holders
2,277
Holders Change
-89
Holders Change %
-3.76%
% of All Funds
39.37%
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
1,049
Reduced
796
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$813M
Net Calls Change
+$692M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.4B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$516M
3
Charles Schwab
3
Charles Schwab
California
$2.19B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.6B
5
Barclays
5
Barclays
United Kingdom
$194M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$558M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$444M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$7.81M
4
Franklin Resources
4
Franklin Resources
California
$416M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FPIS
2351
Financial Planning & Information Services
Wisconsin
– – -1,657 Closed
MCM
2352
Morton Capital Management
California
– – -1,656 Closed
SAS
2353
Sanford Advisory Services
Michigan
– – -1,651 Closed
EDRIA
2354
Edmonds Duncan Registered Investment Advisors
Kansas
– – -1,649 Closed
TI
2355
Truepoint Inc
Ohio
– – -1,647 Closed
TWM
2356
Trinity Wealth Management
Pennsylvania
– – -1,644 Closed
RWA
2357
River Wealth Advisors
Pennsylvania
– – -1,636 Closed
AMG
2358
Asset Management Group
Connecticut
– – -1,633 Closed
SCM
2359
Spreng Capital Management
Ohio
– – -1,630 Closed
SLA
2360
Silver Lake Advisory
Utah
– – -1,620 Closed
GPA
2361
Guerra Pan Advisors
New Jersey
– – -1,613 Closed
TAM
2362
Townsend Asset Management
North Carolina
– – -1,600 Closed
PSC
2363
Prentiss Smith & Co
Vermont
– – -1,600 Closed
TP
2364
Tranquility Partners
Tennessee
– – -1,596 Closed
AIS
2365
AM Investment Strategies
Tennessee
– – -1,595 Closed
MCG
2366
McCollum Christoferson Group
New York
– – -1,589 Closed
UBG
2367
United Bank (Georgia)
Georgia
– – -1,588 Closed
IF
2368
Integrity Financial
Wyoming
– – -1,582 Closed
BOM
2369
Bank of Marin
California
– – -1,576 Closed
EVM
2370
Evelyn V. Moreno
– – -1,576 Closed
FAFN
2371
First Affirmative Financial Network
Colorado
– – -1,571 Closed
RCA
2372
Riverview Capital Advisers
Massachusetts
– – -1,570 Closed
OFS
2373
Oldfather Financial Services
Nebraska
– – -1,567 Closed
CA
2374
Cortland Associates
Missouri
– – -1,558 Closed
CWS
2375
Cypress Wealth Services
California
– – -1,556 Closed
93 94
95
96 97