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 %
HL
1276
HeadInvest LLC
Maine
$860K -$112K -780 -11%
BAM
1277
Blueshift Asset Management
New Jersey
$858K +$858K +6,410 New
QCM
1278
Quantinno Capital Management
New York
$855K +$97.3K +727 +13%
MKC
1279
M. Kraus & Co
Vermont
$855K -$38.8K -290 -4%
ACA
1280
Aptus Capital Advisors
Alabama
$853K -$146K -1,094 -15%
HW
1281
Hancock Whitney
Mississippi
$852K -$13.9K -104 -2%
SIM
1282
Sentry Investment Management
Wisconsin
$848K
PFSC
1283
Peoples Financial Services Corp
Pennsylvania
$847K -$6.69K -50 -0.8%
SCM
1284
SOL Capital Management
Maryland
$846K -$20.1K -150 -2%
MA
1285
MBA Advisors
Pennsylvania
$844K +$134 +1 +0%
PPW
1286
Parcion Private Wealth
Washington
$843K
NW
1287
Naviter Wealth
Arkansas
$840K +$189K +1,410 +29%
CCA
1288
Cobblestone Capital Advisors
New York
$839K -$22.5K -168 -3%
BEC
1289
Blue Edge Capital
Virginia
$839K
PG
1290
Patten Group
Tennessee
$839K -$106K -789 -11%
MJRIC
1291
Mogy Joel R Investment Counsel
California
$837K
MFG
1292
Monte Financial Group
Connecticut
$833K -$5.4M -40,339 -87%
IWA
1293
IVC Wealth Advisors
Pennsylvania
$831K +$48.8K +365 +6%
FFA
1294
Founders Financial Alliance
North Carolina
$830K +$267K +1,996 +47%
FB
1295
First Bancorp
Maine
$828K -$13.4K -100 -2%
KMWM
1296
Keudell/Morrison Wealth Management
Oregon
$827K -$19.7K -147 -2%
GC
1297
Gratus Capital
Georgia
$825K -$41.9K -313 -5%
GIP
1298
Granite Investment Partners
California
$823K +$16.7K +125 +2%
HCM
1299
Hodges Capital Management
Texas
$823K -$813K -7,013 Closed
SI
1300
Saxon Interests
Texas
$823K -$14.3K -107 -2%