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 %
CG
426
Colony Group
Massachusetts
$7.2M +$82.3K +615 +1%
Man Group
427
Man Group
United Kingdom
$7.19M +$7.19M +53,709 New
SWP
428
Stratos Wealth Partners
Ohio
$7.15M +$850K +6,353 +13%
WS
429
Wedbush Securities
California
$7.11M +$109K +817 +2%
SAM
430
Sompo Asset Management
Japan
$7.04M +$310K +2,320 +5%
LW
431
Linscomb Wealth
Texas
$7.03M -$331K -2,470 -4%
GIA
432
Guyasuta Investment Advisors
Pennsylvania
$7.03M -$320K -2,390 -4%
AGC
433
Aspen Grove Capital
Colorado
$7.01M +$18.5K +138 +0.3%
SBWIC
434
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.96M -$60.3K -451 -0.9%
TAF
435
Tredje AP-fonden
Sweden
$6.94M +$5.51M +41,211 +387%
Bessemer Group
436
Bessemer Group
New Jersey
$6.92M +$307K +2,295 +5%
RJT
437
Raymond James Trust
Florida
$6.9M +$218K +1,631 +3%
Macquarie Group
438
Macquarie Group
Australia
$6.75M -$65.4K -489 -1%
CRC
439
Curi RMB Capital
Illinois
$6.73M +$483K +3,613 +8%
LIM
440
Lathrop Investment Management
Arkansas
$6.72M -$2.94K -22 -0%
SIA
441
Soltis Investment Advisors
Utah
$6.72M +$1.05M +7,840 +19%
CSIC
442
Clifford Swan Investment Counsel
California
$6.69M -$252K -1,887 -4%
ZP
443
Zimmer Partners
New York
$6.69M +$6.69M +50,000 New
WJWM
444
Williams Jones Wealth Management
New York
$6.66M -$317K -2,368 -5%
CC
445
Courier Capital
New York
$6.64M +$3.47M +25,920 +109%
CCM
446
Channing Capital Management
Illinois
$6.63M +$1.56M +11,670 +31%
GCM
447
Gibraltar Capital Management
Oklahoma
$6.6M +$47.9K +358 +0.7%
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$6.59M +$1.75M +13,077 +36%
FTC
449
Farmers Trust Company
Ohio
$6.59M +$1.49M +11,101 +29%
AHC
450
Adell Harriman & Carpenter
Texas
$6.56M -$38K -284 -0.6%