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 %
MPM
501
Meritage Portfolio Management
Kansas
$5.57M +$4.62M +34,544 +490%
EWM
502
Evercore Wealth Management
New York
$5.55M +$2.3M +17,175 +71%
TFA
503
Toth Financial Advisory
Virginia
$5.54M -$105K -783 -2%
VDBMI
504
Van Den Berg Management I
Texas
$5.51M +$387K +2,894 +8%
CIC
505
Carnegie Investment Counsel
Ohio
$5.45M +$471K +3,523 +9%
CCIA
506
Cherry Creek Investment Advisors
Colorado
$5.45M +$139K +1,040 +3%
AWM
507
Apollon Wealth Management
South Carolina
$5.37M +$1.05M +7,853 +24%
PFO
508
Pathstone Family Office
New Jersey
$5.36M +$70.1K +531 +1%
PSP
509
Principal Street Partners
Tennessee
$5.34M -$181K -1,352 -3%
FTA
510
Financial & Tax Architects
Missouri
$5.33M +$225K +1,682 +4%
CCMINC
511
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.33M +$76.1K +569 +1%
GIM
512
Goelzer Investment Management
Indiana
$5.32M +$54.1K +404 +1%
KWILP
513
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.31M
MLICM
514
Metropolitan Life Insurance Company (MetLife)
New York
$5.29M -$116K -868 -2%
HIC
515
Hartline Investment Corp
Illinois
$5.27M +$793K +5,929 +18%
VFM
516
Viking Fund Management
North Dakota
$5.25M +$562K +4,200 +12%
VPIM
517
Vanguard Personalized Indexing Management
California
$5.2M +$891K +6,661 +21%
WAM
518
Winslow Asset Management
Ohio
$5.2M -$324K -2,418 -6%
IAN
519
Integrated Advisors Network
Texas
$5.2M +$4.01M +29,955 +337%
MFA
520
Mayflower Financial Advisors
Massachusetts
$5.2M -$22.9K -171 -0.4%
Jennison Associates
521
Jennison Associates
New York
$5.2M -$12M -89,628 -70%
CI
522
CX Institutional
Indiana
$5.17M -$675K -5,043 -12%
SS
523
Simplicity Solutions
Minnesota
$5.16M -$364K -2,717 -7%
SMI
524
Shelter Mutual Insurance
Missouri
$5.15M
LSA
525
L & S Advisors
California
$5.15M +$5.15M +38,456 New