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 %
Balyasny Asset Management
926
Balyasny Asset Management
Illinois
$1.72M -$9.58M -71,588 -85%
TA
927
TCM Advisors
West Virginia
$1.7M -$1.63M
VFA
928
Valeo Financial Advisors
Indiana
$1.69M -$381K -2,849 -18%
CA
929
Commerzbank Aktiengesellschaft
Germany
$1.69M +$63.8K +477 +4%
MFG
930
Merit Financial Group
Georgia
$1.69M +$84.2K +629 +5%
BP
931
Ballentine Partners
Massachusetts
$1.69M +$45.4K +339 +3%
CANC
932
Culbertson A N & Co
Virginia
$1.69M -$41.2K -308 -2%
AMIM
933
Aull & Monroe Investment Management
Alabama
$1.69M
PCMF
934
Private Capital Management (Florida)
Florida
$1.68M +$1.68M +12,585 New
SCM
935
Silvant Capital Management
Georgia
$1.68M -$803 -6 -0%
DEM
936
Disciplined Equity Management
Florida
$1.67M -$8.03K -60 -0.5%
OP
937
ORG Partners
Indiana
$1.67M +$1.67M +12,492 New
SF
938
Slagle Financial
Illinois
$1.67M +$1.67M +12,468 New
DIP
939
DT Investment Partners
Pennsylvania
$1.66M -$61.8K -431 -4%
PH
940
Pinnacle Holdings
Oklahoma
$1.66M -$9.5K -71 -0.6%
VAS
941
Valicenti Advisory Services
New York
$1.65M -$1.34K -10 -0.1%
KCFA
942
Key Client Fiduciary Advisors
New Jersey
$1.65M +$3.21K +24 +0.2%
LHC
943
Little House Capital
Massachusetts
$1.65M +$33.2K +248 +2%
PWMAG
944
Pinnacle Wealth Management Advisory Group
New Jersey
$1.64M +$14.9K +111 +0.9%
CFGS
945
Concourse Financial Group Securities
Alabama
$1.64M -$104K -774 -6%
MCM
946
McMillion Capital Management
North Carolina
$1.64M -$43.1K -322 -3%
AG
947
AIA Group
Hong Kong
$1.63M -$686K -5,127 -30%
RSWM
948
Robertson Stephens Wealth Management
California
$1.63M -$87.6K -655 -5%
AFG
949
ABLE Financial Group
Arizona
$1.62M +$262K +1,955 +19%
LCM
950
Landscape Capital Management
New Jersey
$1.62M +$1.62M +12,096 New