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 %
WPW
1126
Waldron Private Wealth
Pennsylvania
$1.15M -$333K -2,488 -22%
BW
1127
Bison Wealth
Georgia
$1.15M +$226K +1,691 +24%
NFG
1128
Nations Financial Group
Iowa
$1.14M +$19K +142 +2%
CPIG
1129
Chicago Partners Investment Group
Illinois
$1.14M +$443K +3,075 +64%
HCM
1130
Howland Capital Management
Massachusetts
$1.14M +$22.3K +167 +2%
SAM
1131
Steinberg Asset Management
New York
$1.14M
BIM
1132
Baldwin Investment Management
Pennsylvania
$1.14M +$66.9K +500 +6%
NB
1133
Northwest Bancshares
Pennsylvania
$1.14M -$27.8K -208 -2%
RIA
1134
Realta Investment Advisors
Delaware
$1.13M -$137K -1,022 -11%
AUB
1135
Atlantic Union Bankshares
Virginia
$1.13M -$31.7K -237 -3%
RSC
1136
Red Spruce Capital
Pennsylvania
$1.13M -$26.8K -200 -2%
CAM
1137
Cozad Asset Management
Illinois
$1.13M +$24.1K +180 +2%
TPWM
1138
Twelve Points Wealth Management
Massachusetts
$1.13M +$195K +1,455 +21%
AAP
1139
Arax Advisory Partners
Colorado
$1.12M +$19.4K +145 +2%
CC
1140
Chicago Capital
Illinois
$1.12M
BAM
1141
Brave Asset Management
New Jersey
$1.12M +$19.5K +146 +2%
WCM
1142
Weik Capital Management
Pennsylvania
$1.12M +$78.3K +585 +8%
LSA
1143
Lion Street Advisors
Texas
$1.11M -$240K -1,915 -18%
GWM
1144
Gitterman Wealth Management
New Jersey
$1.11M -$9.1K -68 -0.8%
RWM
1145
Ritholtz Wealth Management
New York
$1.11M -$212K -1,583 -16%
OA
1146
Oak Associates
Ohio
$1.11M -$1.87M -14,007 -63%
MIC
1147
Means Investment Company
Maine
$1.1M -$21.1K -158 -2%
MIM
1148
Marco Investment Management
Georgia
$1.1M +$26.8K +200 +3%
RIS
1149
Retirement Income Solutions
Michigan
$1.09M
DLHL
1150
Donald L. Hagan LLC
Florida
$1.08M -$50.2K -375 -4%