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 %
JPLA
1326
Joseph P. Lucia & Associates
New York
$789K -$15.7K -117 -2%
HNWAG
1327
High Net Worth Advisory Group
Florida
$788K +$249K +1,859 +46%
VCM
1328
Vigilant Capital Management
Maine
$788K
IFU
1329
iSAM Funds (UK)
United Kingdom
$786K +$786K +5,873 New
BFA
1330
Beacon Financial Advisory
Ohio
$786K +$49.1K +367 +7%
PA
1331
PFG Advisors
Arizona
$786K +$14.7K +110 +2%
OPPS
1332
Obsidian Personal Planning Solutions
Maryland
$785K
MSCM
1333
McElhenny Sheffield Capital Management
Texas
$783K
NFA
1334
Northern Financial Advisors
Michigan
$782K -$24.8K -190 -3%
RWA
1335
Redhawk Wealth Advisors
Minnesota
$780K -$651K -4,862 -45%
FCB
1336
First County Bank
Connecticut
$780K -$17.5K -131 -2%
BOPW
1337
Brandywine Oak Private Wealth
Pennsylvania
$779K +$4.68K +35 +0.6%
PEA
1338
Park Edge Advisors
Ohio
$778K -$27.8K -208 -3%
RIG
1339
Renaissance Investment Group
Massachusetts
$778K -$109K -811 -12%
ACM
1340
Ategra Capital Management
Virginia
$778K -$168K -1,258 -18%
CSI
1341
Cross Staff Investments
New York
$777K +$20.9K +156 +3%
WAAG
1342
Wealth Alliance Advisory Group
Kansas
$776K +$43.1K +322 +6%
MFS
1343
Mirabella Financial Services
United Kingdom
$776K -$285K -2,129 -27%
SWIM
1344
Smallwood Wealth Investment Management
New Jersey
$774K +$301K +2,249 +64%
LFA
1345
Legacy Financial Advisors
Kentucky
$772K -$4.15K -31 -0.5%
BCCM
1346
Bridge Creek Capital Management
Massachusetts
$771K -$112K -835 -13%
NP
1347
NorthRock Partners
Minnesota
$770K -$85.8K -641 -10%
WAM
1348
Weatherly Asset Management
California
$770K -$67.2K -502 -8%
SFG
1349
Summit Financial Group
West Virginia
$770K -$183K -1,368 -19%
CL
1350
COWA LLC
Oklahoma
$769K +$60.1K +449 +8%