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 %
HCP
1351
Hexagon Capital Partners
Arkansas
$768K +$41.1K +307 +6%
PWAM
1352
Pinnacle West Asset Management
Wyoming
$767K -$13.4K -100 -2%
WA
1353
Wealth Alliance
New York
$767K +$20.5K +153 +3%
TWD
1354
True Wealth Design
Ohio
$761K -$4.42K -33 -0.6%
BFM
1355
Boston Financial Management
Massachusetts
$761K +$86.7K +648 +13%
WP
1356
WealthSpring Partners
California
$759K -$21.9K -164 -3%
CWP
1357
Core Wealth Partners
California
$759K +$44K +329 +6%
HVM
1358
Harvest Volatility Management
Connecticut
$759K +$93.8K +701 +14%
PHS
1359
Pekin Hardy Strauss
Illinois
$757K
IA
1360
Insight Advisors
Pennsylvania
$757K +$230K +1,721 +44%
CCM
1361
Cullen Capital Management
New York
$756K +$264K +1,970 +54%
SLWA
1362
San Luis Wealth Advisors
California
$754K -$28.4K -212 -4%
WA
1363
Waddell & Associates
Tennessee
$749K -$333K -2,485 -31%
SWA
1364
SFMG Wealth Advisors
Texas
$749K +$19.7K +147 +3%
SFS
1365
Strategic Financial Services
New York
$748K -$49.4K -347 -6%
GM
1366
GeoWealth Management
Illinois
$747K +$455K +3,397 +156%
SQA
1367
Simon Quick Advisors
New Jersey
$745K +$171K +1,275 +30%
WPC
1368
Wedmont Private Capital
Pennsylvania
$744K +$92.2K +691 +14%
CBA
1369
Coastal Bridge Advisors
Connecticut
$743K +$13.2K +99 +2%
KC
1370
Kades & Cheifetz
Pennsylvania
$742K +$1.2K +9 +0.2%
AL
1371
Aspiriant LLC
California
$741K -$10.2K -76 -1%
FFN
1372
Focus Financial Network
Minnesota
$737K +$2.41K +18 +0.3%
AFM
1373
Armstrong Fleming & Moore
District of Columbia
$737K +$737K +5,505 New
GWS
1374
Glassman Wealth Services
Virginia
$736K +$113K +843 +18%
VSQM
1375
V-Square Quantitative Management
Illinois
$736K +$10.4K +78 +1%