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 %
RWP
1426
RWA Wealth Partners
Massachusetts
$678K -$156K -1,163 -19%
QCG
1427
Quadrant Capital Group
Ohio
$677K +$115K +856 +20%
IP
1428
Ignite Planners
California
$673K -$10.7K -81 -2%
GBT
1429
Grove Bank & Trust
Florida
$672K +$134 +1 +0%
MCP
1430
Mirador Capital Partners
California
$672K -$35.9K -268 -5%
P
1431
Pitcairn
Pennsylvania
$670K -$117K -878 -15%
JGIA
1432
Jackson Grant Investment Advisers
Connecticut
$669K +$1.61K +12 +0.2%
IWA
1433
Intercontinental Wealth Advisors
Texas
$668K -$13.5K -101 -2%
PP
1434
Patten & Patten
Tennessee
$665K +$8.56K +64 +1%
CA
1435
Crewe Advisors
Utah
$662K -$35.9K -268 -5%
FCIM
1436
Fairview Capital Investment Management
California
$659K
PWM
1437
Prentice Wealth Management
New York
$659K -$32K -239 -5%
BAM
1438
Belpointe Asset Management
Nevada
$658K -$1.82M -13,624 -73%
BIC
1439
Beach Investment Counsel
Pennsylvania
$656K
PJSIMP
1440
P.J. Schmidt Investment Management (PJS)
Wisconsin
$656K -$51.9K -370 -7%
AP
1441
Atwood & Palmer
Missouri
$656K
IP
1442
Investment Partners
Ohio
$653K -$258K -1,929 -28%
TWM
1443
Tradition Wealth Management
Minnesota
$651K +$21.1K +158 +3%
CBC
1444
Coombe, Bender & Co
New York
$648K -$27.2K -203 -4%
OA
1445
Operose Advisors
Wisconsin
$643K
OIM
1446
Oder Investment Management
California
$643K +$10.8K +81 +2%
TIMH
1447
Tilt Investment Management Holdings
New York
$642K
MG
1448
Mather Group
Illinois
$639K -$129K -967 -17%
AF
1449
Apexium Financial
Texas
$638K +$20.9K +156 +3%
DIM
1450
Delta Investment Management
California
$638K