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 %
DWP
351
Daymark Wealth Partners
Ohio
$9.79M +$4.77M +35,637 +95%
KRS
352
Kentucky Retirement Systems
Kentucky
$9.77M +$204K +1,522 +2%
DP
353
Dearborn Partners
Illinois
$9.73M +$36.7K +274 +0.4%
AI
354
Atria Investments
North Carolina
$9.72M +$54.5K +407 +0.6%
RMCM
355
Reynders McVeigh Capital Management
Massachusetts
$9.7M +$354K +2,642 +4%
WF
356
Welch & Forbes
Massachusetts
$9.59M -$59.1K -442 -0.6%
BFS
357
Bradley Foster & Sargent
Connecticut
$9.5M +$362K +2,705 +4%
CAM
358
Cresset Asset Management
Illinois
$9.45M +$6.1M +45,591 +182%
AG
359
Advocate Group
Minnesota
$9.43M +$179K +1,334 +2%
MAM
360
Martingale Asset Management
Massachusetts
$9.32M +$405K +3,028 +5%
MSRPS
361
Maryland State Retirement & Pension System
Maryland
$9.29M -$245K -1,831 -3%
NAM
362
NorthCrest Asset Manangement
Minnesota
$9.24M +$3.88K +29 +0%
HF
363
HRT Financial
New York
$9.16M -$80.8M -603,903 -90%
AWS
364
Atria Wealth Solutions
New York
$9.16M +$695K +5,192 +8%
HIMCH
365
Hartford Investment Management Co (HIMCO)
Connecticut
$9.16M -$1.56M -11,643 -15%
RCYC
366
Richard C. Young & Co
Rhode Island
$9.14M -$199K -1,488 -2%
CIA
367
Capital Investment Advisors
Georgia
$8.96M +$420K +3,142 +5%
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$8.92M -$288K -2,152 -3%
SPIA
369
Steward Partners Investment Advisory
New York
$8.92M +$56.3K +421 +0.6%
RFC
370
Regions Financial Corp
Alabama
$8.91M -$1.61M -12,046 -15%
WPC
371
Waters Parkerson & Co
Louisiana
$8.79M -$278K -2,079 -3%
GAM
372
Gotham Asset Management
New York
$8.77M +$1.7M +12,738 +24%
OC
373
Oppenheimer & Co
New York
$8.74M -$5.84M -43,621 -40%
JMFC
374
J.M. Forbes & Co
Massachusetts
$8.74M -$2.31M -17,255 -21%
GCA
375
Greenwood Capital Associates
South Carolina
$8.72M -$25.2K -188 -0.3%