2,447 hedge funds and large institutions have $74.4B invested in IBM in 2023 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 980 increasing their positions, 953 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,447
Holders Change
+39
Holders Change %
+1.62%
% of All Funds
39.02%
Holding in Top 10
53
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.45%
% of All Funds
0.85%
New
167
Increased
980
Reduced
953
Closed
98
Calls
$2.33B
Puts
$2.15B
Net Calls
+$174M
Net Calls Change
-$582M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
401
Bar Harbor Wealth Management
New Hampshire
$7.99M -$277K -1,975 -3%
HIMC
402
Heritage Investors Management Corp
Maryland
$7.93M -$149K -1,060 -2%
AOWM
403
Alpha Omega Wealth Management
Virginia
$7.92M -$26.7K -190 -0.3%
KCM
404
Kanawha Capital Management
Virginia
$7.92M +$115K +822 +1%
LSERS
405
Louisiana State Employees Retirement System
Louisiana
$7.91M +$28.1K +200 +0.4%
PWP
406
Principle Wealth Partners
Connecticut
$7.86M +$50.5K +360 +0.6%
KPWS
407
Kestra Private Wealth Services
Texas
$7.77M +$1.65M +11,729 +27%
AWAG
408
ARS Wealth Advisors Group
Florida
$7.73M +$27.6K +197 +0.4%
AAIM
409
American Assets Investment Management
California
$7.72M
NC
410
NewSquare Capital
Pennsylvania
$7.71M +$200K +1,448 +3%
CGH
411
Crossmark Global Holdings
Texas
$7.64M +$123K +869 +2%
WA
412
WealthTrust Axiom
Pennsylvania
$7.63M -$39.3K -280 -0.5%
KFP
413
Keystone Financial Planning
Ohio
$7.6M -$308K -2,192 -4%
AF
414
Alerus Financial
North Dakota
$7.6M -$452K -3,225 -6%
GFG
415
Greystone Financial Group
Michigan
$7.55M -$617K -4,400 -8%
AHC
416
Adell Harriman & Carpenter
Texas
$7.55M +$662K +4,718 +10%
TAIM
417
Te Ahumairangi Investment Management
New Zealand
$7.52M -$1.34M -9,570 -15%
Lido Advisors
418
Lido Advisors
California
$7.51M -$4.93M -35,114 -40%
CG
419
Colony Group
Massachusetts
$7.49M -$59.9K -427 -0.8%
Bessemer Group
420
Bessemer Group
New Jersey
$7.48M +$224K +1,596 +3%
MIM
421
Montgomery Investment Management
Maryland
$7.4M -$279K -1,990 -4%
TAF
422
Tredje AP-fonden
Sweden
$7.39M +$120K +852 +2%
WS
423
Wedbush Securities
California
$7.39M -$65K -463 -0.9%
SCM
424
Shelton Capital Management
Colorado
$7.38M +$547K +3,898 +8%
IMRF
425
Illinois Municipal Retirement Fund
Illinois
$7.34M +$501K +3,572 +7%