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 %
CWM
451
C2C Wealth Management
Arizona
$6.55M +$375K +2,785 +6%
IMRF
452
Illinois Municipal Retirement Fund
Illinois
$6.53M -$3.75M -28,001 -36%
MA
453
Mutual Advisors
Nebraska
$6.52M +$837K +6,254 +15%
SCM
454
Shelton Capital Management
Colorado
$6.52M +$5.42M +40,500 +493%
AAS
455
Avantax Advisory Services
Texas
$6.51M -$142K -1,058 -2%
IF
456
Insight Folios
North Carolina
$6.5M +$338K +2,527 +5%
FT
457
Fiduciary Trust
Massachusetts
$6.5M -$614K -4,587 -9%
TAM
458
Tocqueville Asset Management
New York
$6.49M -$183K -1,367 -3%
CCM
459
Cohen Capital Management
California
$6.48M -$36.4K -272 -0.6%
SIA
460
Sit Investment Associates
Minnesota
$6.47M -$970K -7,245 -13%
LFAS
461
Level Four Advisory Services
Texas
$6.47M +$338K +2,525 +6%
TRCT
462
Tower Research Capital (TRC)
New York
$6.45M +$1.9M +14,223 +42%
LA
463
Lynch & Associates
Indiana
$6.41M +$29.7K +222 +0.5%
O
464
Ossiam
France
$6.39M -$1.13M -8,443 -15%
BCV
465
Banque Cantonale Vaudoise
Switzerland
$6.39M +$870K +6,500 +16%
SC
466
Savant Capital
Illinois
$6.38M +$3.12M +23,297 +95%
IIC
467
Ironwood Investment Counsel
Arizona
$6.37M +$37.5K +280 +0.6%
DWM
468
Dorchester Wealth Management
Quebec, Canada
$6.36M +$176K +1,313 +3%
AMG
469
Advisors Management Group
Wisconsin
$6.31M -$29.6K -221 -0.5%
IAA
470
Independent Advisor Alliance
North Carolina
$6.25M -$123K -917 -2%
MWM
471
Meridian Wealth Management
Kentucky
$6.23M +$173K +1,294 +3%
NC
472
Nicholas Company
Wisconsin
$6.2M
NA
473
NewEdge Advisors
Louisiana
$6.2M +$13K +97 +0.2%
SCM
474
Schnieders Capital Management
California
$6.13M +$1.18M +8,832 +24%
Kovitz Investment Group Partners
475
Kovitz Investment Group Partners
Illinois
$6.09M -$139K -1,036 -2%