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 %
GLA
1151
Good Life Advisors
Pennsylvania
$1.08M +$53.9K +403 +5%
AA
1152
Ancora Advisors
Ohio
$1.08M -$48.6K -363 -4%
GIA
1153
Gateway Investment Advisers
Ohio
$1.08M -$1.21M -9,030 -53%
CCA
1154
Checchi Capital Advisers
California
$1.08M -$92.5K -691 -8%
HWM
1155
Hohimer Wealth Management
Washington
$1.07M +$80.3K +600 +8%
SACTSONJ
1156
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M
AP
1157
Appleton Partners
Massachusetts
$1.06M -$22.1K -165 -2%
SWM
1158
Selective Wealth Management
Virginia
$1.06M +$1.06M +7,996 New
WWM
1159
Western Wealth Management
Colorado
$1.06M -$36.9K -276 -3%
KTC
1160
Kistler-Tiffany Companies
Pennsylvania
$1.06M +$13K +97 +1%
DE
1161
Day & Ennis
Georgia
$1.05M +$120K +894 +13%
MC
1162
Martin & Co
Tennessee
$1.05M -$51.2K -383 -5%
PL
1163
Perpetual Ltd
Australia
$1.05M +$134 +1 +0%
RAM
1164
Redmond Asset Management
Virginia
$1.05M +$2.94K +22 +0.3%
TCPWM
1165
Traverso Chambers Private Wealth Management
California
$1.05M -$40.4K -302 -4%
IAM
1166
Innovis Asset Management
Illinois
$1.05M +$110K +825 +12%
OBWG
1167
Onyx Bridge Wealth Group
New York
$1.05M +$34.4K +257 +3%
MSFS
1168
Main Street Financial Solutions
Pennsylvania
$1.04M +$30.1K +225 +3%
GCMG
1169
Gyroscope Capital Management Group
Florida
$1.04M +$232K +1,735 +29%
EB
1170
Exchange Bank
California
$1.04M +$1.04M +7,789 New
GSC
1171
G&S Capital
Colorado
$1.04M +$220K +1,642 +27%
LWM
1172
Laidlaw Wealth Management
New York
$1.04M -$10.8K -81 -1%
HFBOT
1173
Home Federal Bank of Tennessee
Tennessee
$1.04M -$3.35K -25 -0.3%
DF
1174
Donoghue Forlines
Massachusetts
$1.04M +$161K +1,203 +18%
CFA
1175
CWS Financial Advisors
Michigan
$1.03M -$10K -75 -1%