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 %
JWCA
726
J.W. Coons Advisors
Ohio
$2.7M -$57.5K -430 -2%
GPTE
727
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.69M
MWM
728
Modera Wealth Management
New Jersey
$2.69M +$1.05M +7,874 +64%
RG
729
Rathbones Group
United Kingdom
$2.69M -$121K -908 -4%
JPMIA
730
J.P. Marvel Investment Advisors
Massachusetts
$2.68M -$24.1K -180 -0.9%
NSEDCP
731
NJ State Employees Deferred Compensation Plan
New Jersey
$2.68M
ISL
732
Ingalls & Snyder LLC
New York
$2.67M +$10K +75 +0.4%
RG
733
Richelieu Gestion
France
$2.66M -$304K -2,272 -10%
DAS
734
Dynamic Advisor Solutions
Arizona
$2.66M -$1.84M -13,730 -41%
SFA
735
Sequoia Financial Advisors
Ohio
$2.65M +$181K +1,353 +7%
QT
736
Quantbot Technologies
New York
$2.65M +$419K +3,129 +19%
PCMK
737
Paragon Capital Management (Kansas)
Kansas
$2.65M -$14.6K -109 -0.5%
AIA
738
AIMZ Investment Advisors
California
$2.64M +$535 +4 +0%
PVI
739
Pine Valley Investments
New Jersey
$2.6M +$1.79M +13,409 +222%
SFI
740
Siemens Fonds Invest
Germany
$2.6M
OPTFSNA
741
Old Point Trust & Financial Services N A
Virginia
$2.6M +$200K +1,498 +8%
ST
742
Smithfield Trust
Pennsylvania
$2.58M -$65.7K -491 -2%
AW
743
Atlas Wealth
Ohio
$2.57M -$3.38K -25 -0.1%
DWA
744
Douglass Winthrop Advisors
New York
$2.57M +$154K +1,150 +6%
CL
745
Choreo LLC
Illinois
$2.56M -$68K -508 -3%
MP
746
McDonald Partners
Ohio
$2.56M +$45.6K +341 +2%
FTDI
747
First Trust Direct Indexing
Massachusetts
$2.54M +$287K +2,144 +13%
NAM
748
NTV Asset Management
West Virginia
$2.52M -$16.7K -125 -0.7%
NRS
749
Neville Rodie & Shaw
New York
$2.5M -$19.9K -149 -0.8%
SCA
750
STALEY CAPITAL ADVISERS
Pennsylvania
$2.5M +$268K +2,000 +12%