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 %
PRC
526
Pearl River Capital
Michigan
$5.11M +$3.82M +28,550 +296%
AP
527
Americana Partners
Texas
$5.1M +$31.7K +237 +0.6%
RBC
528
Romano Brothers & Co
Illinois
$5.08M -$162K -1,214 -3%
CCM
529
Coldstream Capital Management
Washington
$5.07M -$100K -748 -2%
PGA
530
Portland Global Advisors
Maine
$5.06M +$171K +1,277 +3%
BBHC
531
Brown Brothers Harriman & Co
New York
$5.05M -$165K -1,234 -3%
BL
532
BCWM LLC
Kansas
$5.04M +$159K +1,185 +3%
V
533
Veritable
Delaware
$5.03M -$1.95M -14,608 -28%
RAM
534
Riggs Asset Management
Pennsylvania
$4.94M -$64.5K -482 -1%
SBH
535
Segall Bryant & Hamill
Illinois
$4.91M +$30.6K +229 +0.6%
RFM
536
Royal Fund Management
Florida
$4.9M +$38.3K +286 +0.8%
BFG
537
Berger Financial Group
Minnesota
$4.88M -$70.9K -530 -1%
BIMC
538
Benson Investment Management Company
Virginia
$4.77M -$15K -112 -0.3%
LNC
539
Lincoln National Corp
Pennsylvania
$4.75M -$115K -863 -2%
FB
540
Fulton Bank
Pennsylvania
$4.74M -$24.6K -184 -0.5%
NEAM
541
New England Asset Management
Connecticut
$4.73M
SWM
542
SeaCrest Wealth Management
New York
$4.71M -$641K -4,792 -12%
Dodge & Cox
543
Dodge & Cox
California
$4.71M -$23.4K -175 -0.5%
KL
544
KWMG LLC
Kansas
$4.7M +$275K +2,055 +6%
BFEC
545
Benjamin F. Edwards & Company
Missouri
$4.67M +$48.6K +363 +1%
CC
546
Cannell & Co
New York
$4.66M
NB
547
NBT Bank
New York
$4.64M +$108K +806 +2%
1SB
548
1ST Source Bank
Indiana
$4.63M -$147K -1,099 -3%
SFS
549
Sowell Financial Services
Arkansas
$4.6M +$1.04M +7,800 +29%
ALAM
550
Asahi Life Asset Management
Japan
$4.58M -$314K -2,343 -6%