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 %
CAM
401
Centre Asset Management
New York
$7.82M -$1.06M -7,913 -12%
Group One Trading
402
Group One Trading
Illinois
$7.81M +$1.11M +8,287 +17%
GFG
403
Greystone Financial Group
Michigan
$7.79M +$7.79M +58,237 New
BFA
404
Bragg Financial Advisors
North Carolina
$7.79M +$574K +4,291 +8%
Credit Agricole
405
Credit Agricole
France
$7.77M -$714K -5,333 -8%
FFBTD
406
First Financial Bank - Trust Division
Ohio
$7.71M +$707K +5,280 +10%
HIMC
407
Heritage Investors Management Corp
Maryland
$7.71M -$150K -1,122 -2%
AF
408
Alerus Financial
North Dakota
$7.68M +$515K +3,846 +7%
CB
409
Cadence Bank
Mississippi
$7.68M +$29.8K +223 +0.4%
OAM
410
Ostrum Asset Management
France
$7.59M -$117K -874 -2%
CGH
411
Crossmark Global Holdings
Texas
$7.59M -$572K -3,989 -7%
AOWM
412
Alpha Omega Wealth Management
Virginia
$7.58M -$210K -1,573 -3%
KFP
413
Keystone Financial Planning
Ohio
$7.54M +$122K +909 +2%
TWC
414
TD Waterhouse Canada
Ontario, Canada
$7.54M +$289K +1,886 +4%
LSERS
415
Louisiana State Employees Retirement System
Louisiana
$7.52M -$348K -2,600 -4%
AIA
416
Allied Investment Advisors
Montana
$7.48M +$310K +2,317 +4%
PWP
417
Principle Wealth Partners
Connecticut
$7.44M +$331K +2,475 +5%
KCM
418
Kanawha Capital Management
Virginia
$7.44M -$38K -284 -0.5%
AAIM
419
American Assets Investment Management
California
$7.36M
SAM
420
Sabadell Asset Management
Spain
$7.35M -$366K -2,735 -5%
AWAG
421
ARS Wealth Advisors Group
Florida
$7.34M +$271K +2,028 +4%
MIM
422
Montgomery Investment Management
Maryland
$7.33M -$226K -1,690 -3%
WA
423
WealthTrust Axiom
Pennsylvania
$7.31M -$55.5K -415 -0.8%
NC
424
NewSquare Capital
Pennsylvania
$7.26M +$408K +3,050 +6%
BMCM
425
Bryn Mawr Capital Management
Pennsylvania
$7.2M +$352K +2,632 +5%