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 %
HCA
1001
Harbor Capital Advisors
Illinois
$1.47M
EL
1002
EMFO LLC
Florida
$1.47M
WC
1003
Westhampton Capital
North Carolina
$1.47M +$118K +880 +9%
FPAS
1004
Focus Partners Advisor Solutions
Missouri
$1.47M -$211K -1,579 -13%
CI
1005
Cigna Investments
Connecticut
$1.46M -$1.87K -14 -0.1%
RI
1006
Ridgewood Investments
New Jersey
$1.46M +$155K +1,158 +12%
WDC
1007
Woodward Diversified Capital
California
$1.45M -$2.68K -20 -0.2%
HA
1008
Hamel Associates
New Jersey
$1.45M -$84.3K -630 -5%
TCOT
1009
Trust Company of Toledo
Ohio
$1.45M +$244K +1,825 +20%
CWA
1010
Centennial Wealth Advisory
Michigan
$1.44M -$11K -82 -0.8%
CFSG
1011
Clark Financial Services Group
Missouri
$1.44M +$543K +4,060 +60%
CBNLCF
1012
Cognios Beta Neutral Large Cap Fund
Kansas
$1.44M +$438K +3,277 +44%
RCAG
1013
Rehmann Capital Advisory Group
Michigan
$1.44M -$22.6K -169 -2%
CFA
1014
Cahill Financial Advisors
Minnesota
$1.44M +$104K +780 +8%
MAS
1015
Meeder Advisory Services
Ohio
$1.44M -$153K -1,143 -10%
HAS
1016
HBW Advisory Services
California
$1.44M +$207K +1,549 +17%
SC
1017
Schulhoff & Co
Ohio
$1.43M
LF
1018
Lantz Financial
Illinois
$1.43M -$204K -1,522 -12%
RCM
1019
Raleigh Capital Management
North Carolina
$1.43M +$679K +5,072 +90%
QIM
1020
Quest Investment Management
Oregon
$1.43M
CPA
1021
Cowen Prime Advisors
New York
$1.43M
MIC
1022
Meridian Investment Counsel
California
$1.43M -$45.6K -341 -3%
CTA
1023
Chesley Taft & Associates
Illinois
$1.42M -$54.3K -406 -4%
TFM
1024
TFC Financial Management
Massachusetts
$1.42M +$57.8K +432 +4%
Impax Asset Management Group
1025
Impax Asset Management Group
United Kingdom
$1.41M