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 %
QPBE
1051
Quintet Private Bank (Europe)
Luxembourg
$1.36M -$7.22K -54 -0.5%
CCB
1052
Country Club Bank
Missouri
$1.36M -$493K -3,681 -27%
CAG
1053
Crestwood Advisors Group
Massachusetts
$1.36M -$515K -3,849 -27%
CS
1054
Comerica Securities
Michigan
$1.36M +$55K +411 +4%
DA
1055
Detalus Advisors
Missouri
$1.35M -$53.4K -399 -4%
IPW
1056
Inlet Private Wealth
Florida
$1.34M +$66.9K +500 +5%
BHC
1057
Bowen Hanes & Co
Florida
$1.34M -$29.7M -221,870 -96%
DBIA
1058
Dumont & Blake Investment Advisors
New Jersey
$1.34M -$41.4K -309 -3%
WAM
1059
Westport Asset Management
Connecticut
$1.34M
DCM
1060
Dudley Capital Management
Virginia
$1.34M +$18.1K +135 +1%
ZIG
1061
Zullo Investment Group
Pennsylvania
$1.33M +$12.7K +95 +1%
HTC
1062
Haverford Trust Company
Pennsylvania
$1.33M -$21.9K -164 -2%
HFM
1063
Hartford Financial Management
Connecticut
$1.33M
SSB
1064
Sandy Spring Bank
Maryland
$1.33M +$5.62K +42 +0.4%
DPIM
1065
Duff & Phelps Investment Management
Illinois
$1.32M +$33.5K +250 +3%
PAM
1066
Private Asset Management
California
$1.32M -$278K -2,076 -17%
MS
1067
Maven Securities
Jersey
$1.32M +$867K +6,481 +191%
MMA
1068
Miracle Mile Advisors
California
$1.32M -$144K -1,075 -10%
CCT
1069
Capital City Trust
Florida
$1.31M -$14.6K -109 -1%
RWM
1070
RKL Wealth Management
Pennsylvania
$1.31M +$5.09K +38 +0.4%
MCM
1071
Mendel Capital Management
Arkansas
$1.31M +$8.7K +65 +0.7%
FNBT
1072
FineMark National Bank & Trust
Florida
$1.31M -$29.2K -218 -2%
TPA
1073
Trivium Point Advisory
Connecticut
$1.3M -$29.2K -218 -2%
AWM
1074
Axxcess Wealth Management
California
$1.29M +$301K +2,249 +30%
CT
1075
Clearstead Trust
Maine
$1.29M +$265 +2 +0%