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 %
AIM
851
Allen Investment Management
New York
$2.01M
LBC
852
Lowe Brockenbrough & Co
Virginia
$2M -$45.5K -340 -2%
RCA
853
Ranch Capital Advisors
Florida
$2M -$4.15K -31 -0.2%
CNC
854
Citizens & Northern Corp
Pennsylvania
$1.99M +$6.16K +46 +0.3%
OA
855
Oxbow Advisors
Texas
$1.99M
RIM
856
Redwood Investment Management
Arizona
$1.99M +$18.2K +136 +0.9%
UCMOK
857
United Capital Management of KS
Kansas
$1.98M -$43.1K -322 -2%
ICG
858
InterOcean Capital Group
Tennessee
$1.98M +$191K +1,430 +11%
NWM
859
Northcape Wealth Management
New York
$1.98M +$98.1K +733 +5%
WAM
860
Wolverine Asset Management
Illinois
$1.98M +$1.98M +14,768 New
OIA
861
OneDigital Investment Advisors
Kansas
$1.97M -$17.8K -133 -0.9%
SB
862
Simmons Bank
Arkansas
$1.97M -$70.4K -526 -3%
IIL
863
Insight Inv LLC
California
$1.96M +$134K +1,000 +7%
GC
864
Grimes & Company
Massachusetts
$1.96M +$2.94K +22 +0.2%
SBIA
865
Sheaff Brock Investment Advisors
Indiana
$1.96M -$2.41K -18 -0.1%
FCH
866
Freestone Capital Holdings
Washington
$1.96M +$70K +523 +4%
LIM
867
Longfellow Investment Management
Massachusetts
$1.95M +$79.5K +594 +4%
SFG
868
SevenBridge Financial Group
Pennsylvania
$1.95M +$43.1K +322 +2%
VT
869
Vise Technologies
New York
$1.94M +$502K +3,751 +35%
CIA
870
Cladis Investment Advisory
Montana
$1.94M
IWM
871
IHT Wealth Management
Illinois
$1.93M +$10.7K +80 +0.6%
FNFDCM
872
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.93M +$8.97K +67 +0.5%
TF
873
Tompkins Financial
New York
$1.93M -$88.6K -662 -4%
SIAG
874
Signet Investment Advisory Group
Rhode Island
$1.93M -$11.4K -85 -0.6%
ZF
875
Zhang Financial
Michigan
$1.93M -$318K -2,377 -14%