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 %
Koshinski Asset Management
1301
Koshinski Asset Management
Illinois
$821K -$160K -1,196 -16%
CAAS
1302
Capital Asset Advisory Services
Michigan
$819K -$36.8K -276 -4%
B
1303
Bailard
California
$818K -$251K -1,875 -23%
VCS
1304
Vaughan & Co Securities
New Jersey
$817K -$3.35K -25 -0.4%
DAM
1305
Delta Asset Management
Tennessee
$816K +$155K +1,160 +24%
SAM
1306
Summit Asset Management
Tennessee
$815K
PCM
1307
Piedmont Capital Management
Montana
$815K +$6.29K +47 +0.8%
BFM
1308
Boothbay Fund Management
New York
$807K +$807K +6,033 New
BAM
1309
Berkshire Asset Management
Pennsylvania
$807K -$27K -202 -3%
AF
1310
Arrow Financial
New York
$807K -$6.69K -50 -0.8%
BWM
1311
Baystate Wealth Management
Massachusetts
$804K +$37.1K +277 +5%
CIAS
1312
CFS Investment Advisory Services
New Jersey
$802K +$802K +5,997 New
BWA
1313
Burt Wealth Advisors
Maryland
$802K -$268 -2 -0%
MCM
1314
Mork Capital Management
California
$802K
TFA
1315
Teamwork Financial Advisors
Texas
$802K +$14.6K +109 +2%
UCI
1316
Uncommon Cents Investing
Wisconsin
$800K +$1.61K +12 +0.2%
MCM
1317
Manchester Capital Management
Vermont
$799K
IRC
1318
Investors Research Corp
Georgia
$798K -$3.35K -25 -0.4%
MWA
1319
Meridian Wealth Advisors
Texas
$796K -$64K -478 -7%
MPWT
1320
MassMutual Private Wealth & Trust
Connecticut
$795K +$53.5K +400 +7%
EAM
1321
Empirical Asset Management
Massachusetts
$794K +$794K +5,933 New
PL
1322
Plancorp LLC
Missouri
$793K +$28.6K +214 +4%
HT
1323
Heritage Trust
Oklahoma
$790K +$119K +886 +18%
AWA
1324
Acorn Wealth Advisors
Michigan
$790K +$17.4K +130 +2%
JWM
1325
JGP Wealth Management
Oregon
$790K