2,379 hedge funds and large institutions have $67.4B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,041 increasing their positions, 884 reducing their positions, and 143 closing their positions.

Holders
2,379
Holders Change
-43
Holders Change %
-1.78%
% of All Funds
38.09%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
150
Increased
1,041
Reduced
884
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$47.1M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.6B 81,234,586 +1,090,390 +1%
BlackRock
2
BlackRock
New York
$9.38B 71,561,173 -778,933 -1%
State Street
3
State Street
Massachusetts
$7.02B 53,538,573 +91,366 +0.2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.12B 16,209,322 +235,143 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.82B 13,864,691 -2,727,403 -16%
Northern Trust
6
Northern Trust
Illinois
$1.33B 10,154,584 -228,721 -2%
Bank of America
7
Bank of America
North Carolina
$1.24B 9,440,931 -332,150 -3%
Norges Bank
8
Norges Bank
Norway
$1.15B 8,797,468 +2,579,753 +41%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.06B 8,117,291 -234,769 -3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.02B 7,801,837 -6,052,679 -44%
Ameriprise
11
Ameriprise
Minnesota
$901M 6,872,196 -139,552 -2%
Legal & General Group
12
Legal & General Group
United Kingdom
$847M 6,461,535 +107,917 +2%
Charles Schwab
13
Charles Schwab
California
$833M 6,415,348 -12,286,577 -66%
Goldman Sachs
14
Goldman Sachs
New York
$827M 6,307,663 +510,234 +9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$714M 5,445,031 +470,544 +9%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$706M 5,385,368 +543,141 +11%
Amundi
17
Amundi
France
$683M 5,167,160 -79,717 -2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$674M 5,140,489 -379,113 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$656M 5,007,021 -293,506 -6%
Invesco
20
Invesco
Georgia
$616M 4,702,137 +118,800 +3%
UBS AM
21
UBS AM
Illinois
$615M 4,688,030 +185,028 +4%
Wells Fargo
22
Wells Fargo
California
$610M 4,656,135 -169,127 -4%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$568M 4,331,077 +44,137 +1%
First Trust Advisors
24
First Trust Advisors
Illinois
$505M 3,852,283 +538,232 +16%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$471M 3,590,371 +55,902 +2%