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 %
MCM
601
Mengis Capital Management
Oregon
$3.84M -$66.9K -500 -2%
NMIMC
602
Northwestern Mutual Investment Management Company
Wisconsin
$3.83M +$29.7K +222 +0.8%
SWA
603
Stratos Wealth Advisors
Ohio
$3.81M +$86.4K +646 +2%
SYBT
604
Stock Yards Bank & Trust
Kentucky
$3.78M -$60.2K -450 -2%
CW
605
Connectus Wealth
Ohio
$3.78M +$115K +860 +3%
EFS
606
Essex Financial Services
Connecticut
$3.77M -$5.09K -38 -0.1%
EF
607
Empirical Finance
Pennsylvania
$3.76M +$410K +3,062 +12%
FCA
608
FLC Capital Advisors
California
$3.76M -$6.16K -46 -0.2%
NC
609
NovaPoint Capital
Georgia
$3.75M +$81.6K +610 +2%
MSAM
610
Moloney Securities Asset Management
Missouri
$3.75M -$227K -1,700 -6%
ACM
611
Argyle Capital Management
Pennsylvania
$3.73M -$20.1K -150 -0.5%
FIA
612
Foundations Investment Advisors
Arizona
$3.72M +$159K +1,190 +4%
VST
613
Van Strum & Towne
California
$3.72M -$16.6K -124 -0.4%
WIS
614
Wright Investors Service
Connecticut
$3.71M -$366K -2,733 -9%
SCM
615
Stonebridge Capital Management
California
$3.71M -$275K -2,055 -7%
PCM
616
Penserra Capital Management
California
$3.69M +$1.69M +12,621 +84%
ONB
617
Old National Bancorp
Indiana
$3.68M -$450K -3,366 -11%
BBA
618
BLB&B Advisors
Pennsylvania
$3.67M -$91.5K -684 -2%
HKIM
619
Hayek Kallen Investment Management
Alabama
$3.65M +$100K +747 +3%
API
620
Advisor Partners II
California
$3.63M +$40K +299 +1%
KC
621
Kinloch Capital
Virginia
$3.63M -$21K -157 -0.6%
CIAS
622
Capital Investment Advisory Services
North Carolina
$3.63M +$115K +859 +3%
TCM
623
Twin Capital Management
Pennsylvania
$3.61M +$55.4K +414 +2%
WG
624
Winton Group
United Kingdom
$3.6M -$394K -2,947 -10%
IC
625
IEQ Capital
California
$3.6M -$747K -5,584 -17%