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 %
MCC
676
Money Concepts Capital
Florida
$3.19M +$92.7K +661 +3%
GI
677
GAMCO Investors
Connecticut
$3.17M -$7.72K -55 -0.2%
KWM
678
Kingsview Wealth Management
Oregon
$3.16M +$79.1K +564 +3%
HDIM
679
Hanson & Doremus Investment Management
Vermont
$3.16M +$131K +936 +4%
AM
680
AGF Management
Ontario, Canada
$3.16M -$909K -6,477 -22%
CIP
681
Convergence Investment Partners
Florida
$3.15M -$102K -725 -3%
WTA
682
Washington Trust Advisors
Massachusetts
$3.14M -$8.42K -60 -0.3%
WWM
683
Wagner Wealth Management
South Carolina
$3.14M +$43.6K +311 +1%
ERIC
684
Eagle Rock Investment Company
Georgia
$3.14M -$107K -761 -3%
BOCM
685
Bontempo Ohly Capital Management
Maryland
$3.14M -$185K -1,319 -6%
PCA
686
Providence Capital Advisors
North Carolina
$3.13M +$52.3K +373 +2%
FNB
687
Farmers National Bank
Kentucky
$3.11M +$80.5K +574 +3%
LOAME
688
Lombard Odier Asset Management (Europe)
United Kingdom
$3.08M -$7.44K -53 -0.2%
HA
689
Herold Advisors
New York
$3.07M +$96.5K +688 +3%
ZCM
690
Ziegler Capital Management
Illinois
$3.07M +$24.1K +172 +0.8%
HI
691
Horizon Investments
North Carolina
$3.06M +$70.6K +509 +2%
OPA
692
Old Port Advisors
Maine
$3.06M +$3.06M +21,807 New
PFS
693
Prospera Financial Services
Texas
$3.05M +$36.5K +260 +1%
IA
694
IFG Advisory
Georgia
$3.05M -$29.7K -212 -1%
BSW
695
Buckingham Strategic Wealth
Missouri
$3.04M +$18K +128 +0.6%
LIP
696
Lighthouse Investment Partners
Florida
$3.04M -$76.6K -546 -2%
SFG
697
Socha Financial Group
New York
$3.02M +$982 +7 +0%
PA
698
Parallel Advisors
California
$3.02M +$44.8K +319 +2%
SAM
699
Sompo Asset Management
Japan
$3.02M -$4.36M -31,085 -59%
LG
700
LaFleur & Godfrey
Michigan
$3.01M +$1.71M +12,193 +132%