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 %
TBA
951
Tower Bridge Advisors
Pennsylvania
$1.61M -$2.12M -15,821 -57%
CWM
952
Cornerstone Wealth Management
Missouri
$1.61M +$273K +2,039 +20%
MIM
953
Morningstar Investment Management
Illinois
$1.61M +$1.05M +7,864 +190%
DBT
954
Dubuque Bank & Trust
Iowa
$1.6M +$41.6K +311 +3%
GFA
955
Gifford Fong Associates
California
$1.59M
Empower Advisory Group
956
Empower Advisory Group
Colorado
$1.59M -$3.48K -26 -0.2%
FBC
957
Fairfield, Bush & Co
Connecticut
$1.59M +$282K +2,110 +22%
CFG
958
Cooper Financial Group
California
$1.59M +$58.2K +435 +4%
TF
959
Trek Financial
Arizona
$1.58M -$179K -1,340 -10%
KFC
960
Klingenstein Fields & Co
New York
$1.58M -$10.7K -80 -0.7%
MGIA
961
Matthew Goff Investment Advisor
Texas
$1.58M -$55.3K -413 -3%
FMAEN1
962
Fund Management at Engine No 1
California
$1.58M +$115K +857 +8%
HI
963
Hudock Inc
Pennsylvania
$1.58M +$40.3K +301 +3%
GFS
964
GYL Financial Synergies
Connecticut
$1.58M -$198K -1,483 -11%
ORC
965
O'Rourke & Company
Massachusetts
$1.57M +$70.1K +524 +5%
ECM
966
Evergreen Capital Management
Washington
$1.57M +$324K +2,419 +26%
LWCFA
967
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.57M -$131K -977 -8%
DAC
968
Dividend Assets Capital
South Carolina
$1.56M -$122K -915 -7%
SIA
969
Sage Investment Advisers
New York
$1.56M +$19.7K +147 +1%
CSC
970
Caldwell Sutter Capital
California
$1.56M +$432K +3,225 +38%
LIM
971
Leavell Investment Management
Alabama
$1.56M -$58.9K -440 -4%
AWM
972
Aries Wealth Management
Maine
$1.56M -$20.1K -150 -1%
AFG
973
Allegheny Financial Group
Pennsylvania
$1.56M -$40.3K -301 -3%
CI
974
Ceera Investments
Texas
$1.55M +$14.1K +105 +0.9%
BTI
975
Blue Trust Inc
Georgia
$1.55M -$369K -2,816 -19%