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 %
NSAM
1251
North Star Asset Management
Wisconsin
$896K +$2.54K +19 +0.3%
JWM
1252
Jeppson Wealth Management
California
$895K +$22.7K +170 +3%
OWA
1253
Opal Wealth Advisors
New York
$895K +$895K +6,690 New
SPWM
1254
Straight Path Wealth Management
Michigan
$895K -$401 -3 -0%
IBOK
1255
Independence Bank of Kentucky
Kentucky
$894K +$132K +990 +17%
PG
1256
Prostatis Group
Maryland
$892K +$884K +811,180 +11,140%
RVPG
1257
Relative Value Partners Group
$888K +$67.7K +506 +8%
BCA
1258
Bay Colony Advisors
Massachusetts
$884K -$79.5K -594 -8%
QP
1259
Quilter Plc
United Kingdom
$882K +$218K +220 +33%
ACA
1260
Atlas Capital Advisors
Wyoming
$882K -$86.8K -649 -9%
CIG
1261
Cascade Investment Group
Colorado
$881K +$17.8K +133 +2%
IAS
1262
Insigneo Advisory Services
Florida
$879K +$426K +3,182 +94%
CNBTD
1263
Citizens National Bank Trust Department
Mississippi
$878K +$9.5K +71 +1%
TGAM
1264
TBH Global Asset Management
Tennessee
$876K +$105K +783 +14%
RAG
1265
RIA Advisory Group
Iowa
$874K +$215K +1,606 +33%
WFG
1266
Wills Financial Group
Virginia
$874K -$803 -6 -0.1%
MA
1267
MONECO Advisors
Connecticut
$873K -$35.1K -262 -4%
H
1268
HoyleCohen
California
$872K +$17K +127 +2%
HIA
1269
Harbor Investment Advisory
Maryland
$871K +$6.56K +49 +0.8%
HHAA
1270
Henry H. Armstrong Associates
Pennsylvania
$871K
LSPW
1271
Lake Street Private Wealth
Illinois
$868K -$60.2K -450 -6%
CPSC
1272
Carl P. Sherr & Co
Massachusetts
$867K +$867K +6,478 New
PWP
1273
Perfromance Wealth Partners
Illinois
$864K
I
1274
INVST
Indiana
$863K -$134 -1 -0%
HWA
1275
Heartwood Wealth Advisors
Virginia
$862K +$73.7K +551 +9%