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 %
GI
676
GAMCO Investors
Connecticut
$3.03M +$166K +1,244 +6%
VVP
677
Venture Visionary Partners
Ohio
$3.02M +$162K +1,213 +6%
WANY
678
Wealthspire Advisors (New York)
New York
$3.02M -$120K -900 -4%
WTA
679
Washington Trust Advisors
Massachusetts
$3.01M +$11.6K +87 +0.4%
WFMPM
680
Woodley Farra Manion Portfolio Management
Indiana
$2.98M -$88.2K -659 -3%
WP
681
WealthPLAN Partners
Nebraska
$2.98M +$2.58M +19,274 +642%
LB
682
Leo Brokerage
Texas
$2.98M +$1.15M +8,605 +63%
LIP
683
Lighthouse Investment Partners
Florida
$2.97M +$2.24M +16,777 +309%
MCC
684
Money Concepts Capital
Florida
$2.95M +$140K +1,047 +5%
WWM
685
Wagner Wealth Management
South Carolina
$2.95M -$191K -1,428 -6%
Fisher Asset Management
686
Fisher Asset Management
Washington
$2.94M +$553K +4,133 +23%
KWM
687
Kingsview Wealth Management
Oregon
$2.94M +$19.8K +148 +0.7%
LOAME
688
Lombard Odier Asset Management (Europe)
United Kingdom
$2.94M -$119K -893 -4%
IA
689
IFG Advisory
Georgia
$2.94M +$192K +1,437 +7%
PCA
690
Providence Capital Advisors
North Carolina
$2.93M +$45.9K +343 +2%
HWAM
691
Hennion & Walsh Asset Management
New Jersey
$2.92M -$862K -6,441 -23%
ZCM
692
Ziegler Capital Management
Illinois
$2.9M +$742K +5,545 +34%
PI
693
PFG Investments
New York
$2.9M +$287K +2,147 +11%
HDIM
694
Hanson & Doremus Investment Management
Vermont
$2.89M +$155K +1,162 +6%
FNB
695
Farmers National Bank
Kentucky
$2.89M +$57.1K +427 +2%
BSW
696
Buckingham Strategic Wealth
Missouri
$2.89M -$137K -1,026 -5%
SFG
697
Socha Financial Group
New York
$2.88M +$149K +1,112 +5%
EFS
698
Econ Financial Services
Pennsylvania
$2.88M +$18.3K +137 +0.6%
PFS
699
Prospera Financial Services
Texas
$2.88M +$41.9K +313 +1%
PAS
700
Park Avenue Securities
New York
$2.87M +$50.3K +376 +2%