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 %
BF
326
BOK Financial
Oklahoma
$10.8M +$478K +3,570 +5%
TSW
327
Thompson Siegel & Walmsley
Virginia
$10.7M -$154K -1,150 -1%
NEI
328
Northwest & Ethical Investments
Ontario, Canada
$10.7M +$4.9M +36,596 +85%
SWM
329
Stockman Wealth Management
Montana
$10.3M +$283K +2,112 +3%
JC
330
Jacobs & Co
California
$10.3M -$329K -2,456 -3%
BCI
331
Brinker Capital Investments
Pennsylvania
$10.3M +$554K +4,137 +6%
OPS
332
Orion Portfolio Solutions
Nebraska
$10.3M +$554K +4,137 +6%
FMLI
333
Fukoku Mutual Life Insurance
Japan
$10.2M +$9.71M +72,600 +1,868%
MDCM
334
Morgan Dempsey Capital Management
Wisconsin
$10.2M -$157K -1,173 -2%
ASC
335
Atalanta Sosnoff Capital
New York
$10.2M +$148K +1,104 +1%
Nordea Investment Management
336
Nordea Investment Management
Sweden
$10.2M -$266K -1,975 -3%
APF
337
Alaska Permanent Fund
Alaska
$10.1M +$10.1M +75,791 New
BMSSC
338
B. Metzler seel. Sohn & Co
Germany
$10.1M +$1.01M +7,560 +11%
PFP
339
Pinnacle Financial Partners
Tennessee
$10.1M +$1.54M +11,476 +18%
EAM
340
Eagle Asset Management
Florida
$10.1M -$53K -396 -0.5%
GIA
341
GHP Investment Advisors
Colorado
$10M +$980K +6,847 +11%
EMPI
342
Elo Mutual Pension Insurance
Finland
$9.99M +$329K +2,455 +3%
AAA
343
Adams Asset Advisors
Texas
$9.98M -$1.3M -9,733 -12%
RIA
344
RPG Investment Advisory
California
$9.97M -$128K -956 -1%
ETC
345
Exchange Traded Concepts
Oklahoma
$9.93M -$6.73M -50,286 -40%
SAM
346
Securian Asset Management
Minnesota
$9.91M -$98.1K -733 -1%
FSA
347
Franklin Street Advisors
North Carolina
$9.9M +$212K +1,588 +2%
SG Americas Securities
348
SG Americas Securities
New York
$9.86M +$5.24M +39,135 +113%
MC
349
Moors & Cabot
Massachusetts
$9.82M +$1.13M +8,434 +13%
HAI
350
Hennessy Advisors Inc
California
$9.81M -$422K -3,150 -4%