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 %
LAM
801
Lynch Asset Management
Pennsylvania
$2.21M
BOSSRA
802
B.O.S.S. Retirement Advisors
Utah
$2.21M -$1.52M -11,351 -41%
LWA
803
Lineweaver Wealth Advisors
Ohio
$2.21M +$30.7K +229 +1%
GCS
804
Gordian Capital (Singapore)
Singapore
$2.21M
ABC
805
Associated Banc-Corp
Wisconsin
$2.2M -$1.07K -8 -0%
GWM
806
Geneos Wealth Management
Colorado
$2.2M +$508K +3,799 +30%
AFA
807
Abacus FCF Advisors
Florida
$2.19M +$1.16M +8,636 +111%
GCC
808
Game Creek Capital
Massachusetts
$2.19M +$2.19M +16,363 New
RT
809
Rockland Trust
Massachusetts
$2.19M -$18.2K -136 -0.8%
VCA
810
Verdence Capital Advisors
Maryland
$2.18M -$13.4K -100 -0.6%
SCA
811
St. Clair Advisors
Ohio
$2.18M +$287K +2,148 +15%
BIM
812
Bridges Investment Management
Nebraska
$2.18M -$273K -2,038 -11%
S
813
SignatureFD
Georgia
$2.18M +$194K +1,452 +10%
PWG
814
Portside Wealth Group
Utah
$2.18M +$2.18M +16,255 New
OHWP
815
Oak Harbor Wealth Partners
North Carolina
$2.17M +$1.34K +10 +0.1%
SGCA
816
Steel Grove Capital Advisors
Tennessee
$2.17M +$3.48K +26 +0.2%
NGA
817
Naples Global Advisors
Florida
$2.15M +$62K +463 +3%
HSA
818
HBK Sorce Advisory
Pennsylvania
$2.15M -$197K -1,469 -8%
Jones Financial Companies
819
Jones Financial Companies
Missouri
$2.15M -$236K -1,765 -10%
FHB
820
First Hawaiian Bank
Hawaii
$2.14M +$51.5K +385 +2%
SFI
821
SPC Financial Inc
Maryland
$2.14M -$48K -359 -2%
AFG
822
Atomi Financial Group
New York
$2.13M +$113K +847 +6%
HIC
823
Holderness Investments Company
North Carolina
$2.13M +$27.2K +203 +1%
NSIM
824
North Star Investment Management
Illinois
$2.12M -$12.4K -93 -0.6%
CFG
825
Citizens Financial Group
Rhode Island
$2.11M -$133K -997 -6%