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 %
KIG
1201
Kessler Investment Group
Indiana
$984K -$99.2K -741 -9%
EGM
1202
Engineers Gate Manager
New York
$982K -$8.58M -64,148 -90%
MM
1203
Meridian Management
Arkansas
$980K +$1.87K +14 +0.2%
SIC
1204
Salem Investment Counselors
North Carolina
$977K -$6.69K -50 -0.7%
LRPA
1205
L. Roy Papp & Associates
Arizona
$975K -$4.55K -34 -0.5%
LWANC
1206
Laurel Wealth Advisors (North Carolina)
North Carolina
$971K -$10.3K -77 -1%
NIM
1207
Northeast Investment Management
Massachusetts
$968K -$63.6K -475 -6%
BHBT
1208
Burke & Herbert Bank & Trust
Virginia
$963K -$89.4K -668 -8%
MCM
1209
Mill Capital Management
North Carolina
$963K
RPC
1210
Rossmore Private Capital
Connecticut
$962K -$134 -1 -0%
CIC
1211
Cornercap Investment Counsel
Georgia
$962K +$962K +7,190 New
TWM
1212
Thrive Wealth Management
Pennsylvania
$962K -$2.01K -15 -0.2%
WCM
1213
Whitener Capital Management
North Carolina
$961K +$33.5K +250 +4%
WF
1214
Warner Financial
Maryland
$961K +$669 +5 +0.1%
VFPI
1215
Vantage Financial Partners (Illinois)
Illinois
$957K
AAIS
1216
ABN AMRO Investment Solutions
$956K
PIM
1217
Penobscot Investment Management
Massachusetts
$950K
MMHP
1218
Murphy Middleton Hinkle & Parker
Georgia
$950K -$21.7K -162 -2%
IC
1219
Inscription Capital
Texas
$941K -$430K -3,213 -31%
Canada Pension Plan Investment Board
1220
Canada Pension Plan Investment Board
Ontario, Canada
$938K +$937K +7,000 +70,000%
EWA
1221
Etesian Wealth Advisors
Oregon
$934K +$27K +202 +3%
AIM
1222
Anchor Investment Management
South Carolina
$934K +$31.4K +235 +3%
ATC
1223
Adirondack Trust Company
New York
$931K +$14.7K +102 +2%
AB
1224
Atlas Brown
Kentucky
$931K +$4.15K +31 +0.4%
RMSCM
1225
R.M. Sincerbeaux Capital Management
New York
$931K