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 %
IAMOG
1176
Investors Asset Management of Georgia
Georgia
$1.03M +$4.01K +30 +0.4%
EWM
1177
Empirical Wealth Management
Washington
$1.03M +$490K +3,665 +91%
CCP
1178
Clarkston Capital Partners
Michigan
$1.03M
VWM
1179
Venturi Wealth Management
Texas
$1.03M +$81.1K +606 +9%
MFP
1180
Meridian Financial Partners
Virginia
$1.03M +$1.03M +7,414 New
FG
1181
Fiduciary Group
Georgia
$1.03M -$34.1K -255 -3%
TYCC
1182
Texas Yale Capital Corp
Florida
$1.03M +$484K +3,617 +89%
TFCP
1183
Twin Focus Capital Partners
Massachusetts
$1.02M +$1.02M +7,643 New
WDA
1184
Wendell David Associates
New Hampshire
$1.02M
MIP
1185
Marietta Investment Partners
Wisconsin
$1.02M
NBT
1186
Northwest Bank & Trust
Iowa
$1.02M +$1.02M +7,626 New
BIAS
1187
Beacon Investment Advisory Services
New Jersey
$1.02M -$13.2K -99 -1%
FFA
1188
First Foundation Advisors
California
$1.02M +$77.2K +577 +8%
1IA
1189
1620 Investment Advisors
Massachusetts
$1.02M -$26K -194 -2%
CTFG
1190
Capstone Triton Financial Group
Oklahoma
$1.01M +$41.9K +313 +4%
AIM
1191
Athena Investment Management
California
$1.01M +$6.02K +45 +0.6%
CWM
1192
Curi Wealth Management
North Carolina
$1.01M +$268 +2 +0%
CG
1193
Cutler Group
California
$1M -$393K -2,940 -28%
RMDI
1194
R.M. Davis Inc
Maine
$1M -$76.9K -575 -7%
AFG
1195
Alterity Financial Group
Maine
$1M -$335K -2,500 -25%
PAG
1196
Private Advisory Group
Washington
$1M -$104K -775 -9%
BMC
1197
Beaton Management Company
Massachusetts
$1M -$535 -4 -0.1%
BAM
1198
Byrne Asset Management
New Jersey
$994K -$7.23K -54 -0.7%
RFG
1199
Range Financial Group
Oregon
$993K +$95.7K +715 +11%
AO
1200
Advisor OS
Illinois
$987K +$671K +5,016 +212%