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 %
GRP
876
Global Retirement Partners
California
$1.91M +$115K +863 +6%
PAMG
877
Patton Albertson Miller Group
Tennessee
$1.9M -$92.5K -691 -5%
PCC
878
Park Circle Company
Maryland
$1.9M
SW
879
SkyOak Wealth
Michigan
$1.9M +$374K +2,795 +25%
ACM
880
AlphaStar Capital Management
North Carolina
$1.9M +$61.6K +460 +3%
LDB
881
Lee, Danner & Bass
Tennessee
$1.9M -$78K -583 -4%
CG
882
Caprock Group
Idaho
$1.89M +$122K +908 +7%
PMAM
883
Penn Mutual Asset Management
Pennsylvania
$1.89M
LWM
884
Ledge Wealth Management
Minnesota
$1.89M -$238K -1,779 -11%
AWAU
885
Alliance Wealth Advisors (Utah)
Utah
$1.89M +$60.1K +449 +3%
CICI
886
Capital Investment Counsel Inc
North Carolina
$1.88M +$89K +665 +5%
WSCM
887
Wellington Shields Capital Management
New York
$1.88M -$59.9K -448 -3%
KP
888
Keel Point
Alabama
$1.87M +$65.4K +489 +4%
SHFP
889
Second Half Financial Partners
Florida
$1.85M +$1.85M +13,853 New
PL
890
Parthenon LLC
Kentucky
$1.85M
WT
891
Washington Trust
Rhode Island
$1.84M -$1.61K -12 -0.1%
SNBOSCI
892
Security National Bank of Sioux City Iowa
Iowa
$1.84M +$1.84M +13,726 New
GAMC
893
Garner Asset Management Corp
Texas
$1.83M -$714K -5,334 -28%
FC
894
FCA Corp
Texas
$1.83M +$120K +894 +7%
CWP
895
Cyndeo Wealth Partners
Florida
$1.83M -$3.54M -26,474 -66%
CSPAM
896
Cary Street Partners Asset Management
Virginia
$1.83M -$47.8K -357 -3%
VDI
897
Vaughan David Investments
Illinois
$1.82M -$29.8K -223 -2%
CA
898
Carson Advisory
Georgia
$1.82M -$60.2K -450 -3%
JIP
899
Jaffetilchin Investment Partners
Florida
$1.82M +$580K +4,336 +47%
WAP
900
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$36.8K +275 +2%