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 %
AA
1026
AlphaMark Advisors
Kentucky
$1.41M -$171K -1,278 -11%
IF
1027
Ironwood Financial
Arizona
$1.41M -$1.2K -9 -0.1%
MWM
1028
Mission Wealth Management
California
$1.41M +$2.54K +19 +0.2%
NDSI
1029
Newman Dignan & Sheerar Inc
Rhode Island
$1.41M +$2.01K +15 +0.1%
MGWM
1030
Marks Group Wealth Management
Minnesota
$1.41M -$2.01K -15 -0.1%
CM
1031
CastleKnight Management
New York
$1.41M +$1.41M +10,500 New
SDIC
1032
South Dakota Investment Council
South Dakota
$1.41M +$1.41M +10,500 New
CAG
1033
Csenge Advisory Group
Florida
$1.4M -$447K -3,337 -24%
CWM
1034
Congress Wealth Management
Massachusetts
$1.4M +$93.9K +702 +7%
TAM
1035
Trust Asset Management
Texas
$1.4M
HAIM
1036
Hunter Associates Investment Management
Pennsylvania
$1.4M +$24.8K +185 +2%
PFS
1037
Physicians Financial Services
North Carolina
$1.4M +$6.69K +50 +0.5%
AFP
1038
Ausdal Financial Partners
Iowa
$1.39M +$13.2K +99 +1%
DWT
1039
Dorsey & Whitney Trust
South Dakota
$1.39M +$143K +1,071 +12%
MFG
1040
MidWestOne Financial Group
Iowa
$1.39M -$12.7K -95 -0.9%
DCM
1041
Donaldson Capital Management
Indiana
$1.38M -$95K -710 -6%
BFIM
1042
Beese Fulmer Investment Management
Ohio
$1.38M -$13.9K -104 -1%
FCCM
1043
First City Capital Management
Georgia
$1.38M +$15.3K +114 +1%
BCP
1044
Blue Chip Partners
Michigan
$1.38M +$2.68K +20 +0.2%
BHA
1045
Beech Hill Advisors
New York
$1.38M -$33.5K -250 -2%
FIM
1046
Freedom Investment Management
Connecticut
$1.38M -$161K -1,202 -10%
AWE
1047
Avidian Wealth Enterprises
Texas
$1.37M -$862K -6,439 -39%
EL
1048
Essex LLC
Illinois
$1.37M +$32.2K +241 +2%
CCG
1049
Ceeto Capital Group
Florida
$1.37M +$1.47K +11 +0.1%
WE
1050
Wealth Effects
Massachusetts
$1.36M -$86.8K -649 -6%