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 %
MYIA
651
Mount Yale Investment Advisors
Colorado
$3.27M +$318K +2,379 +11%
SCA
652
Stonebridge Capital Advisors
Minnesota
$3.26M +$115K +862 +4%
BB
653
Busey Bank
Illinois
$3.25M -$100K -749 -3%
WIM
654
WealthPlan Investment Management
Nebraska
$3.25M +$3.04M +22,746 +1,505%
SCP
655
Stamos Capital Partners
California
$3.23M +$143K +1,070 +5%
KA
656
Kintegral Advisory
New York
$3.23M
SVCP
657
Silicon Valley Capital Partners
California
$3.23M +$495K +3,698 +18%
OGC
658
Oak Grove Capital
New Hampshire
$3.22M +$3.22M +24,060 New
SAM
659
Shell Asset Management
Netherlands
$3.2M +$1.12M +8,334 +53%
HH
660
Hilltop Holdings
Texas
$3.19M -$777K -5,804 -20%
MOS
661
MGO One Seven
Ohio
$3.18M +$1.28M +9,571 +67%
BC
662
Burney Company
Virginia
$3.18M -$33.9K -253 -1%
BOCM
663
Bontempo Ohly Capital Management
Maryland
$3.17M -$12.6K -94 -0.4%
EWA
664
EP Wealth Advisors
California
$3.16M -$634K -19,655 -17%
EFMC
665
Empire Financial Management Company
New York
$3.15M +$1.05M +7,857 +50%
SWP
666
Strategic Wealth Partners
Ohio
$3.14M +$129K +963 +4%
AF
667
Allworth Financial
California
$3.13M +$666K +4,974 +27%
ERIC
668
Eagle Rock Investment Company
Georgia
$3.11M -$134 -1 -0%
CIP
669
Convergence Investment Partners
Florida
$3.1M -$107K -796 -3%
CYG
670
Clean Yield Group
Vermont
$3.09M -$11.1K -83 -0.4%
RIL
671
Rothschild Investment LLC
Illinois
$3.09M +$109K +818 +4%
BCM
672
Bayesian Capital Management
New York
$3.08M +$3.08M +22,987 New
BBA
673
Baader Bank Aktiengesellschaft
Germany
$3.06M +$46.9K +354 +2%
ECG
674
Edge Capital Group
Georgia
$3.05M -$158K -1,180 -5%
VIA
675
Vident Investment Advisory
Georgia
$3.03M -$4.32M -32,260 -59%