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 %
Voloridge Investment Management
426
Voloridge Investment Management
Florida
$7.31M +$7.31M +52,112 New
NA
427
NewEdge Advisors
Louisiana
$7.29M +$790K +5,630 +12%
Los Angeles Capital Management
428
Los Angeles Capital Management
California
$7.28M +$3.84M +27,404 +112%
RJT
429
Raymond James Trust
Florida
$7.28M +$49K +349 +0.7%
SBWIC
430
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.18M -$124K -885 -2%
HIC
431
Hartline Investment Corp
Illinois
$7.17M +$1.64M +11,672 +30%
CRC
432
Curi RMB Capital
Illinois
$7.11M +$56.8K +405 +0.8%
QIM
433
Quantitative Investment Management
Virginia
$7.11M +$7.11M +50,695 New
GIA
434
Guyasuta Investment Advisors
Pennsylvania
$7.11M -$257K -1,835 -3%
LFAS
435
Level Four Advisory Services
Texas
$7.06M +$281K +2,005 +4%
LSA
436
L & S Advisors
California
$7.03M +$1.63M +11,644 +30%
SC
437
Savant Capital
Illinois
$7.03M +$335K +2,391 +5%
NB
438
Norinchukin Bank
Japan
$7.02M -$5.16M -36,759 -42%
GCM
439
Gibraltar Capital Management
Oklahoma
$6.99M +$69.7K +497 +1%
CC
440
Courier Capital
New York
$6.98M +$17K +121 +0.2%
LW
441
Linscomb Wealth
Texas
$6.93M -$440K -3,134 -6%
WJWM
442
Williams Jones Wealth Management
New York
$6.91M -$70.7K -504 -1%
SCM
443
Schnieders Capital Management
California
$6.91M +$488K +3,480 +8%
SIA
444
Sit Investment Associates
Minnesota
$6.91M +$130K +925 +2%
LIM
445
Lathrop Investment Management
Arkansas
$6.91M -$143K -1,016 -2%
BAMF
446
BI Asset Management Fondsmaeglerselskab
Denmark
$6.9M -$4.8M -34,203 -41%
CI
447
CX Institutional
Indiana
$6.86M +$1.45M +10,301 +27%
BIA
448
Biondo Investment Advisors
Pennsylvania
$6.83M +$6.83M +48,650 New
IAA
449
Independent Advisor Alliance
North Carolina
$6.8M +$247K +1,764 +4%
MGP
450
Metis Global Partners
California
$6.79M +$869K +6,196 +15%