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 %
CA
751
CoreCap Advisors
Michigan
$2.46M +$2.46M +18,394 New
NEWAS
752
N.E.W. Advisory Services
Wisconsin
$2.46M -$93.4K -698 -4%
SFWA
753
Summit Financial Wealth Advisors
Louisiana
$2.46M +$696K +5,205 +40%
MNBTD
754
Moody National Bank Trust Division
Texas
$2.46M +$47.8K +357 +2%
SIA
755
SeaBridge Investment Advisors
New Jersey
$2.45M -$45K -336 -2%
NERM
756
New England Research & Management
Illinois
$2.43M +$609K +4,550 +33%
GT
757
Greenleaf Trust
Michigan
$2.43M -$194K -1,448 -7%
CAM
758
Cacti Asset Management
Georgia
$2.43M +$207K +1,550 +9%
DI
759
DFPG Investments
Utah
$2.42M +$897K +6,620 +59%
AG
760
Ascent Group
Virginia
$2.42M -$354K -2,429 -13%
AIA
761
Affinity Investment Advisors
California
$2.42M -$238K -1,778 -9%
SCM
762
Sterneck Capital Management
Missouri
$2.41M +$10.2K +76 +0.4%
JWCA
763
J.W. Cole Advisors
Florida
$2.4M -$49.6K -371 -2%
ECM
764
EagleClaw Capital Management
Massachusetts
$2.4M +$53.5K +400 +2%
CIA
765
Citadel Investment Advisory
Ohio
$2.4M -$38.1K -285 -2%
PWM
766
Perigon Wealth Management
California
$2.39M +$147K +1,099 +7%
CAL
767
Capital Analysts LLC
Pennsylvania
$2.38M +$109K +816 +5%
Bank Julius Baer & Co
768
Bank Julius Baer & Co
Switzerland
$2.38M +$668K +4,989 +39%
GAA
769
Green Alpha Advisors
Colorado
$2.38M +$77.7K +581 +3%
1WA
770
180 Wealth Advisors
Washington
$2.38M -$75K -561 -3%
LNWWM
771
Laird Norton Wetherby Wealth Management
California
$2.38M +$126K +940 +6%
CAC
772
Core Alternative Capital
Georgia
$2.38M +$535 +4 +0%
EF
773
Exeter Financial
Arizona
$2.37M +$10.2K +76 +0.4%
IAIM
774
International Assets Investment Management
Florida
$2.37M +$97K +725 +4%
SC
775
Stolper & Co
Oklahoma
$2.36M +$8.7K +65 +0.4%