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 %
PWM
1226
PBMares Wealth Management
Virginia
$929K -$13.2K -99 -1%
TWA
1227
TCI Wealth Advisors
Arizona
$929K +$14.1K +105 +2%
IIM
1228
Ironwood Investment Management
Massachusetts
$927K
SG
1229
StoneX Group
New York
$926K +$926K +6,924 New
WB
1230
Webster Bank
Connecticut
$924K -$107K -800 -10%
TBNY
1231
Trustco Bank (New York)
New York
$922K
FSA
1232
Fort Sheridan Advisors
Illinois
$921K
AWA
1233
Arkadios Wealth Advisors
Georgia
$921K -$12.8K -96 -1%
AF
1234
Advisornet Financial
Minnesota
$920K -$185K -1,382 -17%
CA
1235
Claro Advisors
Massachusetts
$918K -$133K -995 -13%
KA
1236
Kovack Advisors
Florida
$918K -$59.4K -444 -6%
MAM
1237
Mystic Asset Management
Rhode Island
$917K +$6.56K +49 +0.7%
SFSG
1238
Sound Financial Strategies Group
Mississippi
$915K +$915K +6,840 New
T
1239
TOBAM
France
$914K -$37.5K -280 -4%
MHS
1240
M Holdings Securities
Oregon
$912K -$970K -7,256 -52%
WCM
1241
Washington Capital Management
Washington
$911K
FPGT
1242
Financial Partners Group (Tennessee)
Tennessee
$909K +$70.2K +525 +8%
PWW
1243
Pettyjohn Wood & White
Virginia
$908K +$76.9K +575 +9%
SB
1244
Strategic Blueprint
Georgia
$908K +$67.3K +503 +8%
FNBTCON
1245
First National Bank & Trust Co of Newtown
Pennsylvania
$906K
SFO
1246
Stokes Family Office
Louisiana
$904K +$48.3K +361 +6%
TA
1247
TFG Advisers
Michigan
$903K +$72.3K +540 +9%
ET
1248
Equitable Trust
Tennessee
$899K
WMA
1249
Wealth Management Associates
New Jersey
$898K -$26.8K -200 -3%
OTPPB
1250
Ontario Teachers' Pension Plan Board
Ontario, Canada
$897K +$498K +3,720 +125%