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 %
SC
626
SouthState Corp
Florida
$3.59M +$163K +1,221 +5%
CPA
627
Capital Planning Advisors
California
$3.58M +$352K +2,634 +11%
JCM
628
Jacobi Capital Management
Pennsylvania
$3.57M -$36.3K -271 -1%
SWMG
629
Signature Wealth Management Group
Georgia
$3.56M +$20.3K +152 +0.6%
ISB
630
Iowa State Bank
Iowa
$3.52M -$103K -767 -3%
EH
631
Equitable Holdings
New York
$3.52M +$293K +2,193 +9%
ADL
632
Asset Dedication LLC
California
$3.52M +$47.1K +352 +1%
CTC
633
Central Trust Company
Missouri
$3.52M -$290K -2,165 -8%
Walleye Trading
634
Walleye Trading
New York
$3.49M -$4.58M -34,219 -57%
WSC
635
Wellington Shields & Co
New York
$3.48M -$6.96K -52 -0.2%
RA
636
RFG Advisory
Alabama
$3.44M +$232K +1,737 +7%
CAM
637
Claret Asset Management
Quebec, Canada
$3.43M +$1.28M +9,566 +60%
AssetMark Inc
638
AssetMark Inc
California
$3.41M +$69.4K +519 +2%
ECM
639
Everence Capital Management
Indiana
$3.41M
ACM
640
Altrius Capital Management
North Carolina
$3.38M +$86.3K +645 +3%
SC
641
Searle & Co
Connecticut
$3.38M -$14.4K -100 -0.4%
KCPG
642
Kavar Capital Partners Group
Kansas
$3.36M -$235K -1,754 -7%
SWM
643
Silverlake Wealth Management
Vermont
$3.36M +$125K +931 +4%
CANY
644
Caxton Associates (New York)
New York
$3.35M +$3.35M +25,000 New
BWA
645
BDO Wealth Advisors
Florida
$3.34M +$17.3K +129 +0.5%
CAM
646
Cubic Asset Management
Massachusetts
$3.34M -$34.8K -260 -1%
ACG
647
Allen Capital Group
Nebraska
$3.34M -$118K -881 -3%
RI
648
RWWM Inc
California
$3.31M +$45K +336 +1%
WCM
649
Windward Capital Management
California
$3.29M -$1.87K -14 -0.1%
Los Angeles Capital Management
650
Los Angeles Capital Management
California
$3.28M +$2.65M +19,820 +425%