2,409 hedge funds and large institutions have $69.6B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 990 increasing their positions, 937 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,409
Holders Change
+29
Holders Change %
+1.22%
% of All Funds
37.99%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.69%
New
158
Increased
990
Reduced
937
Closed
108
Calls
$2.3B
Puts
$1.55B
Net Calls
+$756M
Net Calls Change
+$375M
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$20M +$723K +5,404 +4%
CI Investments Inc
227
CI Investments Inc
Ontario, Canada
$20M +$1.27M +9,520 +7%
JHP
228
James Hambro & Partners
United Kingdom
$19.9M -$323K -2,417 -2%
SC
229
Scotia Capital
Ontario, Canada
$19.8M +$528K +3,943 +3%
OAM
230
Oppenheimer Asset Management
New York
$19.7M -$1.25M -9,312 -6%
AHB
231
Abner Herrman & Brock
New Jersey
$19.7M +$653K +4,881 +3%
VanEck Associates
232
VanEck Associates
New York
$19.5M +$3.16M +23,618 +19%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$19.4M -$64.9K -485 -0.3%
MYAM
234
Meiji Yasuda Asset Management
Japan
$19.3M +$1.04M +7,746 +6%
FWCM
235
Ferguson Wellman Capital Management
Oregon
$19.3M -$1.48M -11,055 -7%
Daiwa Securities Group
236
Daiwa Securities Group
Japan
$19.2M +$244K +1,823 +1%
Public Sector Pension Investment Board (PSP Investments)
237
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.2M -$1.56M -11,622 -8%
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
$19M +$747K +5,585 +4%
CS
239
Candriam SCA
Luxembourg
$18.9M -$6.96M -51,980 -27%
PAG
240
Private Advisor Group
New Jersey
$18.7M +$2.1M +15,430 +13%
DMC
241
Drexel Morgan & Co
Pennsylvania
$18.7M +$60.2K +450 +0.3%
KAS
242
Kestra Advisory Services
Texas
$18.7M +$1.66M +12,378 +10%
GGI
243
Godsey & Gibb Inc
Virginia
$18.6M -$131K -980 -0.7%
CA
244
Cullinan Associates
Kentucky
$18.6M +$13.6M +101,539 +272%
EAM
245
Erste Asset Management
Austria
$18.4M -$3.91M -29,139 -17%
CAN
246
Cetera Advisor Networks
California
$18.4M +$1.03M +7,727 +6%
BS
247
Banco Santander
Spain
$18.3M -$346K -2,589 -2%
ACIM
248
Azimuth Capital Investment Management
Michigan
$18.3M -$488K -3,647 -3%
UIM
249
USS Investment Management
United Kingdom
$18.3M +$1.79M +13,400 +11%
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
$18.3M +$218K +1,627 +1%