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 %
ANTB
776
AMG National Trust Bank
Colorado
$2.35M +$35.3K +264 +2%
BMA
777
Brooks Moore & Associates
Tennessee
$2.34M +$139K +1,039 +6%
SVWAG
778
Sound View Wealth Advisors Group
Georgia
$2.34M +$123K +920 +6%
TMAM
779
Tokio Marine Asset Management
Japan
$2.34M +$93.8K +701 +4%
BSB
780
Bangor Savings Bank
Maine
$2.32M +$84.3K +630 +4%
MC
781
Machina Capital
France
$2.32M +$1.76M +13,140 +314%
BL
782
Balentine LLC
Georgia
$2.31M +$446K +3,331 +24%
LA
783
Lifeworks Advisors
Michigan
$2.31M +$388K +2,901 +20%
TPCW
784
TD Private Client Wealth
New York
$2.3M +$944K +7,057 +69%
LS
785
Leelyn Smith
Illinois
$2.3M -$94.1K -703 -4%
ZIC
786
ZWJ Investment Counsel
Georgia
$2.3M -$76.5K -572 -3%
PT
787
Plimoth Trust
Massachusetts
$2.3M -$59.5K -445 -3%
RHAM
788
Round Hill Asset Management
California
$2.29M -$3.35K -25 -0.1%
EI
789
EDMP Inc
Florida
$2.29M +$5.09K +38 +0.2%
EWA
790
Exencial Wealth Advisors
Oklahoma
$2.28M -$293K -2,188 -11%
HPIA
791
Hamilton Point Investment Advisors
North Carolina
$2.28M -$63.4K -474 -3%
Fayez Sarofim & Co
792
Fayez Sarofim & Co
Texas
$2.28M -$134 -1 -0%
BFIC
793
Bedell Frazier Investment Counselling
California
$2.27M
SCI
794
S&CO Inc
Massachusetts
$2.26M
SWM
795
Spire Wealth Management
Virginia
$2.24M -$72K -538 -3%
SAM
796
Stansberry Asset Management
Texas
$2.23M -$946K -7,070 -30%
AWA
797
Arete Wealth Advisors
Illinois
$2.23M -$691K -5,164 -24%
SIG
798
Sky Investment Group
Connecticut
$2.22M +$1.82M +13,590 +449%
VAM
799
Verity Asset Management
North Carolina
$2.22M +$16.5K +123 +0.7%
PNC
800
Park National Corp
Ohio
$2.22M -$303K -2,262 -12%