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 %
WT
476
Whittier Trust
California
$6.07M -$203K -1,514 -3%
CIC
477
Cutler Investment Counsel
Oregon
$6.07M -$17.5K -131 -0.3%
VI
478
Vestcor Inc
New Brunswick, Canada
$6.03M +$2.1M +15,701 +54%
HEIP
479
Hudson Edge Investment Partners
New Jersey
$5.99M +$169K +1,263 +3%
HC
480
Hourglass Capital
Texas
$5.97M +$70.7K +528 +1%
FCBT
481
First Citizens Bank & Trust
North Carolina
$5.93M +$637K +4,762 +12%
IWC
482
Integrated Wealth Concepts
Massachusetts
$5.92M +$225K +1,678 +4%
NMERB
483
New Mexico Educational Retirement Board
New Mexico
$5.88M +$281K +2,100 +5%
GIA
484
Gladstone Institutional Advisory
Florida
$5.88M +$749K +5,600 +15%
EDRH
485
Edmond de Rothschild Holding
Switzerland
$5.85M -$920K -6,872 -14%
APP
486
Avantax Planning Partners
Iowa
$5.85M +$36.7K +274 +0.6%
KPWS
487
Kestra Private Wealth Services
Texas
$5.85M +$376K +2,813 +7%
MCM
488
Marathon Capital Management
Maryland
$5.79M -$95.7K -715 -2%
AIP
489
Ameritas Investment Partners
Nebraska
$5.73M -$147K -1,101 -3%
XF
490
XML Financial
Maryland
$5.71M +$53.9K +403 +1%
AMBIA
491
Allen Mooney & Barnes Investment Advisors
Georgia
$5.68M +$303K +2,268 +6%
RWA
492
Ropes Wealth Advisors
Massachusetts
$5.68M +$343K +2,561 +6%
WTFG
493
Wells Trecaso Financial Group
Ohio
$5.68M +$69.2K +517 +1%
GIM
494
Greylin Investment Management
Virginia
$5.65M -$4.38M -32,717 -44%
CAM
495
Columbia Asset Management
Michigan
$5.65M -$3.08K -23 -0.1%
MGP
496
Metis Global Partners
California
$5.65M +$305K +2,279 +6%
SW
497
SteelPeak Wealth
California
$5.64M -$4.78M -35,738 -46%
BHWA
498
Beacon Harbor Wealth Advisors
Virginia
$5.62M +$98.1K +733 +2%
AC
499
Addenda Capital
Quebec, Canada
$5.58M -$2.28K -17 -0%
Walleye Capital
500
Walleye Capital
New York
$5.58M +$5.58M +41,671 New