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 %
SFG
1401
Steward Financial Group
Texas
$702K +$702K +5,252 New
9WM
1402
9258 Wealth Management
Ohio
$702K -$39.7K -297 -5%
PWPS
1403
Pinnacle Wealth Planning Services
Ohio
$701K -$42.3K -316 -6%
CA
1404
Continuum Advisory
Idaho
$700K +$36.4K +272 +5%
IPW
1405
Impact Partnership Wealth
Georgia
$700K +$700K +5,230 New
PPP
1406
Private Portfolio Partners
New Jersey
$698K -$37.7K -282 -5%
BST
1407
Bath Savings Trust
Maine
$698K -$20.1K -150 -3%
EFI
1408
EHP Funds Inc
Canada
$696K
I
1409
InceptionR
California
$695K +$695K +5,191 New
CWM
1410
Connecticut Wealth Management
Connecticut
$692K +$4.42K +33 +0.6%
MAWA
1411
Moss Adams Wealth Advisors
Washington
$690K +$4.28K +32 +0.6%
AAS
1412
Ameritas Advisory Services
Nebraska
$689K -$485K -3,669 -41%
FWTB
1413
First Western Trust Bank
Colorado
$689K -$8.83K -66 -1%
CRWM
1414
Castle Rock Wealth Management
California
$689K +$78.5K +585 +13%
PWM
1415
Palumbo Wealth Management
New York
$687K +$6.56K +49 +1%
ICA
1416
Infrastructure Capital Advisors
New York
$687K +$33.7K +252 +5%
NRG
1417
Nemes Rush Group
Michigan
$686K +$686K +5,130 New
HFS
1418
Heritage Financial Services
Massachusetts
$686K +$8.43K +63 +1%
FAIM
1419
Financial Advocates Investment Management
Washington
$686K -$14.6K -109 -2%
WAG
1420
Winthrop Advisory Group
Massachusetts
$685K +$6.96K +52 +1%
BCM
1421
Boltwood Capital Management
California
$685K
SF
1422
Summit Financial
New Jersey
$683K +$289K +2,162 +74%
STA
1423
Summit Trail Advisors
New York
$682K +$37.1K +277 +6%
CWM
1424
Cranbrook Wealth Management
Michigan
$681K +$134 +1 +0%
PIA
1425
Powell Investment Advisors
Florida
$678K +$401 +3 +0.1%