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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
LAM
2401
Lountzis Asset Management
Pennsylvania
-$211K -1,500 Closed
NSCM
2402
New South Capital Management
Tennessee
-$212K -1,500 Closed
SDWIA
2403
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-$211K -1,491 Closed
RMAM
2404
Raab & Moskowitz Asset Management
New Jersey
-$210K -1,488 Closed
MAA
2405
Matrix Asset Advisors
New York
-$210K -1,485 Closed
RCM
2406
Requisite Capital Management
Texas
-$209K -1,481 Closed
SNB
2407
Security National Bank
Nebraska
-$209K -1,481 Closed
QTM
2408
qPULA Trading Management
New York
-$209K -1,480 Closed
FPWM
2409
FSB Premier Wealth Management
Iowa
-$208K -1,476 Closed
AWMG
2410
Alliance Wealth Management Group
New Jersey
-$208K -1,470 Closed
BLAM
2411
Bourne Lent Asset Management
New York
-$208K -1,470 Closed
TCM
2412
Towercrest Capital Management
Pennsylvania
-$208K -1,470 Closed
ICA
2413
Infrastructure Capital Advisors
New York
-$207K -1,468 Closed
FWM
2414
Fingerlakes Wealth Management
New York
-$205K -1,454 Closed
SIGI
2415
Susquehanna International Group (Ireland)
Ireland
-$205K -1,451 Closed
WCWM
2416
Willow Creek Wealth Management
California
-$205K -1,450 Closed
FRM
2417
Foundation Resource Management
Arkansas
-$205K -1,449 Closed
PAG
2418
Powers Advisory Group
Illinois
-$203K -1,440 Closed
LODC
2419
Lanham O'Dell & Company
West Virginia
-$203K -1,435 Closed
TF
2420
Threadgill Financial
Texas
-$203K -1,435 Closed
PFGIA
2421
Patriot Financial Group Insurance Agency
Massachusetts
-$202K -1,433 Closed
DWM
2422
Drive Wealth Management
Utah
-$202K -1,431 Closed
LMKC
2423
L.M. Kohn & Company
Ohio
-$201K -1,424 Closed
MCM
2424
Monarch Capital Management
Indiana
-$201K -1,422 Closed
VFG
2425
V2 Financial group
Illinois
-$200K -1,418 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.