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 %
QI
1101
Qtron Investments
Massachusetts
$1.19M -$341K -2,546 -22%
DI
1102
Diligent Investors
California
$1.19M +$23.3K +174 +2%
NPA
1103
Nichols & Pratt Advisers
Massachusetts
$1.19M +$3.35K +25 +0.3%
ZIG
1104
Zuckerman Investment Group
Illinois
$1.19M
BFA
1105
Beaumont Financial Advisors
Massachusetts
$1.18M -$11K -82 -0.9%
WAM
1106
WNY Asset Management
New York
$1.18M -$30.8K -230 -3%
PCA
1107
Peddock Capital Advisors
Massachusetts
$1.18M +$59.4K +444 +5%
CT
1108
Chicago Trust
Illinois
$1.18M -$241K -1,798 -17%
BG
1109
Bahl & Gaynor
Ohio
$1.18M +$200K +1,498 +20%
LRWA
1110
Long Run Wealth Advisors
New York
$1.18M -$207K -1,546 -15%
BCM
1111
Becker Capital Management
Oregon
$1.18M +$67K +501 +6%
BIG
1112
Boothe Investment Group
Delaware
$1.18M +$127K +951 +12%
MC
1113
Maverick Capital
Texas
$1.18M +$16.7K +125 +1%
NAS
1114
Nicolet Advisory Services
Wisconsin
$1.17M +$134K +1,017 +13%
SGC
1115
Slocum, Gordon & Co
Rhode Island
$1.17M -$1.87K -14 -0.2%
SFP
1116
Sandbox Financial Partners
Maryland
$1.17M -$19.8K -148 -2%
MMPW
1117
Mitchell McLeod Pugh & Williams
Alabama
$1.17M +$20.3K +152 +2%
EFM
1118
E Fund Management
China
$1.17M -$141K -1,052 -11%
LJAC
1119
L.J. Altfest & Co
New York
$1.16M -$64.7K -483 -5%
PGWM
1120
Parisi Gray Wealth Management
New Jersey
$1.16M +$15.2K +116 +1%
GSEP
1121
Golden State Equity Partners
California
$1.16M +$583K +4,353 +101%
SM
1122
Sciencast Management
New Jersey
$1.16M +$357K +2,679 +45%
FHA
1123
Flagship Harbor Advisors
Massachusetts
$1.16M -$38K -284 -3%
FWP
1124
FAS Wealth Partners
Kansas
$1.16M -$30.2K -226 -3%
BMWM
1125
Brown Miller Wealth Management
Virginia
$1.15M +$12K +90 +1%