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 %
BMC
1376
Benin Management Corp
Connecticut
$735K -$60.2K -450 -8%
SEEDPG
1377
S.E.E.D. Planning Group
New York
$734K +$42.3K +316 +6%
WF
1378
WoodTrust Financial
Wisconsin
$732K -$545K -4,072 -43%
NW
1379
NewEdge Wealth
Pennsylvania
$732K -$93.7K -700 -11%
RAM
1380
Roanoke Asset Management
New Jersey
$729K
CCFM
1381
Clear Creek Financial Management
Washington
$728K -$30.8K -230 -4%
MVA
1382
Mount Vernon Associates
Maryland
$727K -$6.69K -50 -0.9%
EWM
1383
EPG Wealth Management
Georgia
$727K -$26.8K -200 -4%
CHP
1384
Cable Hill Partners
Oregon
$726K -$19K -142 -3%
TPWA
1385
TRUE Private Wealth Advisors
Oregon
$724K +$401 +3 +0.1%
RFA
1386
Register Financial Advisors
Georgia
$724K -$43.1K -322 -6%
CHJWM
1387
Carlton Hofferkamp & Jenks Wealth Management
Texas
$724K +$2.31K +16 +0.3%
MW
1388
Marcum Wealth
Ohio
$723K -$35.6K -266 -5%
LIA
1389
LBMC Investment Advisors
Tennessee
$720K -$35.7K -267 -5%
OAM
1390
Oak Asset Management
California
$717K +$535 +4 +0.1%
AWM
1391
Accurate Wealth Management
Florida
$716K -$53.8K -403 -7%
LGA
1392
Lebenthal Global Advisors
New York
$716K -$41.9K -313 -6%
MLA
1393
My Legacy Advisors
Oregon
$715K -$41.9K -313 -6%
RMA
1394
Roffman Miller Associates
Pennsylvania
$715K -$6.56K -49 -0.9%
MCCP
1395
Mission Creek Capital Partners
California
$714K -$260K -1,940 -27%
RBFC
1396
Roman Butler Fullerton & Co
Missouri
$713K -$339K -2,504 -32%
SC
1397
Sawyer & Company
Massachusetts
$712K -$15.8K -118 -2%
P
1398
&Partners
Tennessee
$711K -$3.35K -25 -0.5%
CCMG
1399
Clark Capital Management Group
Pennsylvania
$706K +$116K +867 +20%
DWM
1400
Destination Wealth Management
California
$704K +$390K +2,918 +125%