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 %
PR
301
Payden & Rygel
California
$12.3M +$8.04M +60,110 +187%
GIBU
302
Gulf International Bank (UK)
United Kingdom
$12.2M -$3.7M -27,627 -23%
BWP
303
Baldwin Wealth Partners
Massachusetts
$12.2M -$6.69K -50 -0.1%
SIMG
304
Sonora Investment Management Group
Arizona
$12.2M +$996K +7,441 +9%
SF
305
Synovus Financial
Georgia
$12.2M +$597K +4,462 +5%
SGK
306
Steigerwald Gordon & Koch
Virginia
$12.2M +$417K +3,119 +4%
Bank of Nova Scotia
307
Bank of Nova Scotia
Ontario, Canada
$12.1M +$948K +7,088 +9%
LA
308
LBP AM
France
$11.9M +$5.53M +41,356 +86%
Lido Advisors
309
Lido Advisors
California
$11.9M +$5.28M +39,460 +80%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$11.9M +$3.4M +25,411 +40%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8M +$4.6M +34,399 +64%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$11.6M -$10.6K -79 -0.1%
NB
313
Norinchukin Bank
Japan
$11.6M +$1.51M +11,315 +15%
FLPIM
314
F.L. Putnam Investment Management
Massachusetts
$11.4M +$2.1M +15,694 +22%
Westfield Capital Management
315
Westfield Capital Management
Massachusetts
$11.3M +$706K +5,276 +7%
TNBTD
316
Trustmark National Bank Trust Department
Mississippi
$11.2M -$2.24M -16,725 -17%
BAMF
317
BI Asset Management Fondsmaeglerselskab
Denmark
$11.2M +$5.03M +37,606 +82%
GHAM
318
Gilman Hill Asset Management
Connecticut
$11.1M +$420K +3,140 +4%
BWL
319
Bogart Wealth LLC
Virginia
$11M +$113K +843 +1%
CA
320
Cetera Advisors
Colorado
$11M +$124K +928 +1%
BCIM
321
British Columbia Investment Management
British Columbia, Canada
$11M +$171K +1,277 +2%
HPC
322
HM Payson & Co
Maine
$10.9M -$344K -2,569 -3%
ECM
323
Estabrook Capital Management
New York
$10.9M -$15.9K -119 -0.1%
CIC
324
Canal Insurance Company
South Carolina
$10.8M
SI
325
Stephens Inc
Arkansas
$10.8M +$2.83M +21,127 +35%