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 %
DMBA
701
Deseret Mutual Benefit Administrators
Utah
$2.86M +$102K +763 +4%
HI
702
Horizon Investments
North Carolina
$2.85M +$170K +1,288 +6%
GF
703
Gries Financial
Ohio
$2.85M +$15.3K +114 +0.5%
GW
704
GW & Wade
Massachusetts
$2.84M +$4.82K +36 +0.2%
PA
705
Parallel Advisors
California
$2.84M -$16.6K -124 -0.6%
HA
706
Herold Advisors
New York
$2.84M +$70.5K +527 +3%
JHCP
707
Jackson Hole Capital Partners
Oklahoma
$2.84M -$74.3K -555 -3%
BI
708
Bramshill Investments
Florida
$2.83M -$29.7K -222 -1%
PCTC
709
Perkins Coie Trust Company
Washington
$2.83M +$46.8K +350 +2%
PA
710
Profund Advisors
Maryland
$2.83M +$594K +4,442 +27%
LJHT
711
Laurie J. Hall Trustee
$2.8M +$343K +2,565 +14%
AIMCA
712
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.8M
MA
713
Montag & Associates
Georgia
$2.79M
KFP
714
KMG Fiduciary Partners
Ohio
$2.79M +$17.7K +132 +0.6%
SA
715
Strategic Advisors
New York
$2.78M
WP
716
Westmount Partners
California
$2.78M +$126K +944 +5%
RWMG
717
Redwood Wealth Management Group
New Jersey
$2.78M +$45.4K +339 +2%
CRIG
718
Charter Research & Investment Group
Connecticut
$2.76M -$21.3K -159 -0.8%
NLP
719
Next Level Private
New York
$2.76M +$73.6K +554 +3%
GLA
720
Great Lakes Advisors
Illinois
$2.75M -$5.45M -40,701 -66%
WI
721
WBI Investments
New Jersey
$2.73M -$121K -908 -4%
OAJ
722
Ogorek Anthony Joseph
New York
$2.72M -$152K -1,139 -5%
WSFS
723
Wilmington Savings Fund Society
Delaware
$2.72M -$9.9K -74 -0.4%
CAM
724
Carret Asset Management
New York
$2.7M -$93.5K -699 -3%
PI
725
Pettee Investors
Connecticut
$2.7M +$136K +1,015 +5%