2,448 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, 981 increasing their positions, 953 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,448
Holders Change
+39
Holders Change %
+1.62%
% of All Funds
39.03%
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
981
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 %
NEAM
551
New England Asset Management
Connecticut
$4.87M -$91.2K -650 -2%
FM
552
Foster & Motley
Ohio
$4.87M +$160K +1,139 +3%
LNC
553
Lincoln National Corp
Pennsylvania
$4.85M -$136K -970 -3%
SIC
554
SFE Investment Counsel
California
$4.83M +$357K +2,544 +8%
ClearBridge Investments
555
ClearBridge Investments
New York
$4.83M +$265K +1,891 +6%
PCIA
556
Prime Capital Investment Advisors
Kansas
$4.82M +$779K +5,553 +19%
1SB
557
1ST Source Bank
Indiana
$4.78M -$72.5K -517 -1%
GCM
558
Garland Capital Management
Washington
$4.77M +$38.3K +273 +0.8%
CIP
559
Chartwell Investment Partners
Pennsylvania
$4.76M -$28.2K -201 -0.6%
SWIG
560
Strategic Wealth Investment Group
Kentucky
$4.75M +$513K +3,653 +12%
CK
561
Cohen Klingenstein
New York
$4.73M
ECU
562
Eisler Capital (UK)
United Kingdom
$4.71M +$164K +1,167 +4%
PI
563
PineBridge Investments
New York
$4.7M -$3.99M -28,420 -46%
CNBT
564
Canandaigua National Bank & Trust
New York
$4.69M +$205K +1,458 +5%
SPC
565
Sigma Planning Corp
Michigan
$4.68M +$145K +1,032 +3%
RFM
566
Royal Fund Management
Florida
$4.67M -$464K -3,307 -9%
GF
567
Gabelli Funds
New York
$4.67M +$1.4K +10 +0%
TCM
568
Teza Capital Management
Illinois
$4.64M +$4.64M +33,082 New
KRSITF
569
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.64M +$63.3K +451 +1%
SWA
570
Stratos Wealth Advisors
Ohio
$4.63M +$633K +4,515 +16%
SIA
571
Soltis Investment Advisors
Utah
$4.59M -$2.45M -17,466 -35%
HC
572
Hourglass Capital
Texas
$4.59M -$1.68M -11,963 -27%
Luther King Capital Management (LKCM)
573
Luther King Capital Management (LKCM)
Texas
$4.57M +$65.4K +466 +1%
BCWM
574
Bartlett & Co Wealth Management
Ohio
$4.55M -$202K -1,441 -4%
BC
575
Bartlett & Co
Ohio
$4.55M -$202K -1,441 -4%