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 %
LWAM
901
Legacy Wealth Asset Management
Minnesota
$1.81M +$120K +895 +7%
LCM
902
LVM Capital Management
Michigan
$1.81M +$17.4K +130 +1%
EM
903
Excalibur Management
Massachusetts
$1.81M -$64.6K -483 -3%
MCIA
904
Mountain Capital Investment Advisors
Colorado
$1.8M -$541K -3,880 -23%
OCM
905
Osterweis Capital Management
California
$1.8M -$472K -3,525 -21%
BJL
906
Brighton Jones LLC
Washington
$1.8M +$66.1K +494 +4%
JIC
907
Joel Isaacson & Co
New York
$1.8M +$18.3K +137 +1%
ISWM
908
Independent Solutions Wealth Management
New York
$1.8M +$101K +756 +6%
DT
909
Diversified Trust
Tennessee
$1.79M +$85.4K +638 +5%
CAMG
910
CWA Asset Management Group
Florida
$1.79M +$6.82K +51 +0.4%
CT
911
Cambridge Trust
Massachusetts
$1.79M -$35.2K -263 -2%
CWS
912
Confluence Wealth Services
Pennsylvania
$1.79M -$28.6K -214 -2%
MMG
913
Monetary Management Group
Missouri
$1.78M -$375K -2,800 -17%
WA
914
Waverly Advisors
Alabama
$1.78M +$136K +1,015 +8%
EP
915
Eudaimonia Partners
Tennessee
$1.78M -$92.7K -693 -5%
CCM
916
Chilton Capital Management
Texas
$1.77M -$8.43K -63 -0.5%
PWS
917
Peloton Wealth Strategists
Indiana
$1.76M -$10K -75 -0.6%
CW
918
CreativeOne Wealth
Kansas
$1.76M -$553K -4,132 -24%
BHPW
919
Beverly Hills Private Wealth
California
$1.75M +$557K +3,860 +46%
NHC
920
Nicholas Hoffman & Company
Georgia
$1.74M -$111K -831 -6%
RRA
921
Round Rock Advisors
Connecticut
$1.74M +$11.8K +88 +0.7%
GVAG
922
Great Valley Advisor Group
Delaware
$1.73M +$71.9K +537 +4%
SP
923
Symmetry Partners
Connecticut
$1.73M +$597K +4,466 +53%
JWA
924
JFS Wealth Advisors
Pennsylvania
$1.73M +$5.62K +42 +0.3%
FWM
925
Forza Wealth Management
Florida
$1.73M +$24.1K +180 +1%