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 %
EFS
601
Essex Financial Services
Connecticut
$4.09M +$137K +978 +3%
CSPIA
602
Cary Street Partners Investment Advisory
Virginia
$4.05M +$1.87M +13,354 +86%
NMIMC
603
Northwestern Mutual Investment Management Company
Wisconsin
$4.03M +$15.9K +113 +0.4%
MCM
604
Mengis Capital Management
Oregon
$4.02M -$281 -2 -0%
WTC
605
WhitTier Trust Company
Nevada
$4.01M -$129K -920 -3%
PCM
606
Penserra Capital Management
California
$4M +$138K +987 +4%
FIA
607
Foundations Investment Advisors
Arizona
$3.98M +$81.7K +582 +2%
PWLP
608
Prio Wealth Limited Partnership
Massachusetts
$3.98M -$155K -1,105 -4%
FCA
609
FLC Capital Advisors
California
$3.96M +$20.3K +145 +0.5%
WIS
610
Wright Investors Service
Connecticut
$3.96M +$71.3K +508 +2%
API
611
Advisor Partners II
California
$3.94M +$133K +950 +4%
ACM
612
Argyle Capital Management
Pennsylvania
$3.92M +$11.2K +80 +0.3%
SYBT
613
Stock Yards Bank & Trust
Kentucky
$3.91M -$48.5K -346 -1%
VRM
614
Vectors Research Management
New York
$3.91M +$32.7K +258 +0.8%
AI
615
AXS Investments
New York
$3.87M -$211K -1,502 -5%
CIAS
616
Capital Investment Advisory Services
North Carolina
$3.87M +$64K +456 +2%
CW
617
Connectus Wealth
Ohio
$3.85M -$111K -793 -3%
VST
618
Van Strum & Towne
California
$3.84M -$56.4K -402 -1%
CBTWT
619
Community Bank & Trust (Waco, Texas)
Texas
$3.84M -$15.9K -134 -0.4%
HKIM
620
Hayek Kallen Investment Management
Alabama
$3.83M +$2.25K +16 +0.1%
SHFA
621
SS&H Financial Advisors
Michigan
$3.83M +$3.83M +27,260 New
EFMC
622
Empire Financial Management Company
New York
$3.81M +$507K +3,616 +15%
ADL
623
Asset Dedication LLC
California
$3.8M +$84.1K +596 +2%
ISB
624
Iowa State Bank
Iowa
$3.78M +$86.3K +615 +2%
CPA
625
Capital Planning Advisors
California
$3.78M +$26.9K +192 +0.7%