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 %
PAM
576
Panagora Asset Management
Massachusetts
$4.24M +$428K +3,198 +11%
TA
577
Tectonic Advisors
Texas
$4.23M +$525K +3,922 +14%
AAM
578
AR Asset Management
California
$4.21M
VWM
579
Valley Wealth Managers
New Jersey
$4.2M -$141K -1,052 -3%
RWM
580
RBA Wealth Management
California
$4.2M +$82.7K +618 +2%
WSTAM
581
Wilbanks Smith & Thomas Asset Management
Virginia
$4.19M -$78.9K -590 -2%
SA
582
Shilanski & Associates
Alaska
$4.17M +$87.2K +652 +2%
BFS
583
Bard Financial Services
Connecticut
$4.13M -$134K -1,000 -3%
VRM
584
Vectors Research Management
New York
$4.09M -$304K -2,273 -7%
SWIG
585
Strategic Wealth Investment Group
Kentucky
$4.04M +$859K +6,417 +27%
RMC
586
Resources Management Corp
Connecticut
$4.03M +$2.55M +19,040 +172%
ACM
587
Advent Capital Management
New York
$4.01M
HFS
588
Hantz Financial Services
Michigan
$4.01M +$24.8K +185 +0.6%
Members Trust
589
Members Trust
Florida
$4M +$239K +1,783 +6%
TCM
590
Tufton Capital Management
Maryland
$3.97M -$830K -6,200 -17%
BE
591
Bonness Enterprises
District of Columbia
$3.96M
WTC
592
WhitTier Trust Company
Nevada
$3.94M -$66.1K -494 -2%
PWLP
593
Prio Wealth Limited Partnership
Massachusetts
$3.94M -$53.1K -397 -1%
MCA
594
MSH Capital Advisors
Arizona
$3.94M +$3.63M +27,127 +1,167%
BFG
595
Bleakley Financial Group
New Jersey
$3.91M +$148K +1,108 +4%
AI
596
AXS Investments
New York
$3.89M -$107K -801 -3%
IMCOOI
597
Investment Management Corp of Ontario (IMCO)
Canada
$3.88M +$3.88M +29,012 New
AM
598
AGF Management
Ontario, Canada
$3.88M -$106K -789 -3%
PCIA
599
Prime Capital Investment Advisors
Kansas
$3.85M +$1.24M +9,260 +47%
MCM
600
MAI Capital Management
Ohio
$3.84M -$505K -3,777 -12%