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 %
OFG
1076
OmniStar Financial Group
North Carolina
$1.29M +$11K +82 +0.9%
RWP
1077
Ridgecrest Wealth Partners
California
$1.29M
SRC
1078
Shufro Rose & Co
New York
$1.27M -$571K -4,269 -31%
PAM
1079
Paradigm Asset Management
New York
$1.26M +$1.26M +9,400 New
MBT
1080
Montecito Bank & Trust
California
$1.25M -$134K -1,002 -10%
BWP
1081
BSW Wealth Partners
Colorado
$1.25M +$117K +875 +10%
SNBOSD
1082
Security National Bank of So Dak
Iowa
$1.25M +$1.25M +9,362 New
KIA
1083
KCM Investment Advisors
California
$1.25M -$798K -5,967 -39%
MCAI
1084
Members Capital Advisors Inc
Wisconsin
$1.25M -$443K -3,314 -26%
Verition Fund Management
1085
Verition Fund Management
Connecticut
$1.25M -$853K -6,374 -41%
CCG
1086
Coastwise Capital Group
California
$1.24M +$124K +928 +11%
SDAM
1087
Shulman DeMeo Asset Management
New York
$1.24M -$51.1K -382 -4%
ACS
1088
Archford Capital Strategies
Illinois
$1.24M +$222K +1,591 +22%
LG
1089
LaFleur & Godfrey
Michigan
$1.24M +$907K +6,780 +274%
CBFP
1090
Cedar Brook Financial Partners
Ohio
$1.24M +$65.8K +492 +6%
LNB
1091
Ledyard National Bank
$1.24M
NB
1092
Nicolet Bankshares
Wisconsin
$1.23M +$483K +4,900 +64%
FFM
1093
Forum Financial Management
Illinois
$1.23M +$192K +1,435 +18%
CGL
1094
Clarius Group LLC
Washington
$1.23M +$155K +1,157 +14%
FC
1095
Forte Capital
New York
$1.22M
BTWM
1096
Baker Tilly Wealth Management
Wisconsin
$1.22M -$85.8K -641 -7%
ESB
1097
Essex Savings Bank
Connecticut
$1.21M +$45.2K +338 +4%
PBC
1098
Pavion Blue Capital
California
$1.2M +$15.9K +119 +1%
MAM
1099
Madison Asset Management
Wisconsin
$1.2M +$17.9K +134 +2%
DSC
1100
Duncker Streett & Co
Missouri
$1.2M -$79.5K -594 -6%