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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
UBG
2376
United Bank (Georgia)
Georgia
-$224K -1,588 Closed
IF
2377
Integrity Financial
Wyoming
-$223K -1,582 Closed
BOM
2378
Bank of Marin
California
-$223K -1,576 Closed
EVM
2379
Evelyn V. Moreno
-$223K -1,576 Closed
FAFN
2380
First Affirmative Financial Network
Colorado
-$222K -1,571 Closed
RCA
2381
Riverview Capital Advisers
Massachusetts
-$222K -1,570 Closed
OFS
2382
Oldfather Financial Services
Nebraska
-$202K -1,567 Closed
CA
2383
Cortland Associates
Missouri
-$220K -1,558 Closed
CWS
2384
Cypress Wealth Services
California
-$220K -1,556 Closed
PWA
2385
Primoris Wealth Advisors
Florida
-$218K -1,553 Closed
SFM
2386
Signet Financial Management
New Jersey
-$218K -1,543 Closed
HWA
2387
HCR Wealth Advisors
California
-$217K -1,538 Closed
MWP
2388
Meridian Wealth Partners
Pennsylvania
-$217K -1,538 Closed
V
2389
VeraBank
Texas
-$216K -1,531 Closed
AA
2390
Apriem Advisors
California
-$216K -1,530 Closed
PWA
2391
Physician Wealth Advisors
Utah
-$202K -1,528 Closed
LCM
2392
Liberty Capital Management
Michigan
-$215K -1,522 Closed
KAM
2393
KEB Asset Management
Illinois
-$214K -1,514 Closed
ARG
2394
Advisory Resource Group
Oklahoma
-$213K -1,511 Closed
GIM
2395
Greenwich Investment Management
Connecticut
-$213K -1,509 Closed
JBA
2396
Johnson Bixby & Associates
Washington
-$213K -1,509 Closed
SPI
2397
Sutton Place Investors
New York
-$212K -1,505 Closed
EAM
2398
Evanson Asset Management
California
-$212K -1,503 Closed
CCMT
2399
CMT Capital Markets Trading
Germany
-$212K -1,500 Closed
FF
2400
Financial Futures
New Jersey
-$212K -1,500 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.