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 %
MSFP
2376
Mark Sheptoff Financial Planning
Connecticut
$12.8K
DCP
2377
Distillate Capital Partners
Illinois
$11.4K +$11.4K +81 New
WAS
2378
Winch Advisory Services
Wisconsin
$11K +$145 +1 +1%
FC
2379
Family CFO
California
$10.8K +$141 +1 +1%
FSWA
2380
Financial Synergies Wealth Advisors
Texas
$10.6K +$9.17K +65 +650%
AIM
2381
Arcadia Investment Management
Michigan
$10.6K
ACP
2382
Arcus Capital Partners
Georgia
$10.6K +$10.6K +75 New
BSWA
2383
Bromfield Sneider Wealth Advisors
Massachusetts
$10.1K
GFWA
2384
Grey Fox Wealth Advisors
Delaware
$8.74K +$8.74K +62 New
TCA
2385
Trifecta Capital Advisors
Illinois
$8.31K +$8.31K +59 New
DI
2386
Disciplined Investments
Oklahoma
$8.17K -$263K -1,870 -97%
LFA
2387
Level Financial Advisors
New York
$8K
AAMA
2388
Advanced Asset Management Advisors
Ohio
$7.89K +$7.89K +56 New
IAA
2389
Independent Advisor Alliance
North Carolina
$7.55K -$674 -4,786 -8%
BCA
2390
Bray Capital Advisors
Florida
$7.05K -$49.9K -354 -88%
RWM
2391
Ruedi Wealth Management
Illinois
$6.48K +$6.48K +46 New
LWP
2392
Laurel Wealth Planning
Minnesota
$6.34K
MPCL
2393
My Personal CFO LLC
Washington
$5.92K +$5.92K +42 New
OIS
2394
Okabena Investment Services
Minnesota
$5.92K +$5.92K +42 New
TCWA
2395
Ten Capital Wealth Advisors
Washington
$5.78K -$45.2K -321 -89%
FP
2396
Financial Perspectives
Minnesota
$5.64K
BA
2397
Bellwether Advisors
Nebraska
$5.64K
FGAM
2398
Financial Gravity Asset Management
Texas
$5.57K -$13.2K -335 -70%
PWS
2399
Paragon Wealth Strategies
Florida
$5.32K +$3.08K +22 +138%
VCM
2400
Versant Capital Management
Arizona
$5.21K +$423 +3 +9%