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 %
TPW
976
Transatlantique Private Wealth
New York
$1.55M -$535 -4 -0%
IB
977
Intrust Bank
Kansas
$1.54M +$105K +784 +7%
GAM
978
Griffin Asset Management
New York
$1.54M +$66.5K +497 +5%
IA
979
IFP Advisors
Florida
$1.53M -$1.01M -7,511 -40%
CCWM
980
Cassaday & Co Wealth Management
Virginia
$1.53M -$54.2K -405 -3%
DJSG
981
D.J. St. Germain
Massachusetts
$1.53M +$1.53M +11,417 New
FNBOO
982
First National Bank of Omaha
Nebraska
$1.52M -$93.7K -700 -6%
FFS
983
Founders Financial Securities
Maryland
$1.52M -$115K -859 -7%
FANJ
984
Financial Architects (New Jersey)
New Jersey
$1.52M +$32.2K +241 +2%
WW
985
Waterfront Wealth
Kansas
$1.52M +$38.6K +275 +3%
FWM
986
Focused Wealth Management
New York
$1.52M +$14.6K +109 +1%
B
987
Bellecapital
Switzerland
$1.51M +$82.6K +617 +6%
SAG
988
SageView Advisory Group
California
$1.5M +$184K +1,378 +14%
Nomura Holdings
989
Nomura Holdings
Japan
$1.5M -$774K -5,786 -34%
HAM
990
Hedges Asset Management
Nevada
$1.5M
PWA
991
Providence Wealth Advisors
Illinois
$1.5M +$18.1K +135 +1%
PTC
992
Private Trust Company
Ohio
$1.5M +$251K +1,874 +20%
TIA
993
Trust Investment Advisors
Indiana
$1.49M +$43.8K +327 +3%
AFS
994
Access Financial Services
Minnesota
$1.49M +$1.49M +11,127 New
SA
995
SRN Advisors
Pennsylvania
$1.49M -$141K -1,053 -9%
CPIA
996
Cornell Pochily Investment Advisors
New York
$1.49M +$684K +5,112 +85%
PMG
997
ProVise Management Group
Florida
$1.48M +$922K +6,894 +164%
VIG
998
Vienna Insurance Group
Poland
$1.48M +$770K +5,755 +108%
GWM
999
GSB Wealth Management
Connecticut
$1.47M -$348K -2,602 -19%
AWM
1000
Avior Wealth Management
Nebraska
$1.47M -$28.2K -208 -2%