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 %
SSW
1626
Smith Shellnut Wilson
Mississippi
$487K -$2.68K -20 -0.5%
CPP
1627
Capasso Planning Partners
South Carolina
$486K +$1.47K +11 +0.3%
WA
1628
WBH Advisory
Maryland
$486K -$16.5K -123 -3%
CAM
1629
Cidel Asset Management
Ontario, Canada
$485K -$12K -90 -2%
W
1630
Wealthquest
Ohio
$485K +$36.8K +275 +8%
DIA
1631
Dana Investment Advisors
Wisconsin
$483K -$14.2K -106 -3%
TNAM
1632
Terra Nova Asset Management
New York
$483K -$18.9K -141 -4%
CMS
1633
Capital Market Strategies
Florida
$481K +$481K +3,596 New
SMC
1634
Smith, Moore & Co
Missouri
$480K +$51.2K +383 +12%
MPIA
1635
Mountain Pacific Investment Advisers
Idaho
$479K -$13.4K -100 -3%
VCM
1636
Virtue Capital Management
Tennessee
$478K -$5.77K -43 -1%
WA1
1637
Wimmer Associates 1
California
$478K -$3.35K -25 -0.7%
MTIC
1638
Missouri Trust & Investment Company
Missouri
$478K +$6.69K +50 +1%
OFS
1639
Oldfather Financial Services
Nebraska
$477K
DAM
1640
Derbend Asset Management
Georgia
$477K +$4.55K +34 +1%
AC
1641
Abbrea Capital
California
$476K +$25.4K +190 +6%
SPWG
1642
Syntegra Private Wealth Group
Missouri
$476K +$45.5K +340 +11%
GI
1643
GS Investments
Minnesota
$475K
SAM
1644
Selway Asset Management
$475K +$475K +3,550 New
CAAM
1645
Cornerstone Advisors Asset Management
Pennsylvania
$474K +$2.14K +16 +0.5%
CI
1646
Conning Inc
Connecticut
$473K -$242K -1,805 -34%
LC
1647
LCNB Corp
Ohio
$472K
HCM
1648
Hutchinson Capital Management
California
$472K -$12.2K -91 -3%
AA
1649
Argent Advisors
Louisiana
$472K +$13.4K +100 +3%
BBNB
1650
Baker Boyer National Bank
Washington
$472K +$230K +1,722 +96%