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 %
AWP
1451
Abacus Wealth Partners
California
$638K -$47.5K -355 -7%
CFA
1452
Capstone Financial Advisors
Illinois
$637K +$1.61K +12 +0.3%
CF
1453
Copperwynd Financial
Arizona
$635K +$18.7K +140 +3%
MA
1454
MJP Associates
Connecticut
$634K -$84.6K -632 -12%
CIA
1455
Choate Investment Advisors
Massachusetts
$633K -$9.5K -71 -1%
SRSA
1456
S.R. Schill & Associates
Washington
$632K
SWM
1457
Sugarloaf Wealth Management
Georgia
$631K -$15.8K -118 -2%
SWA
1458
Sax Wealth Advisors
New Jersey
$630K -$29.6K -221 -4%
FMB
1459
Field & Main Bank
Kentucky
$630K -$13.4K -100 -2%
BWM
1460
Blossom Wealth Management
California
$629K +$21.4K +160 +4%
TA
1461
TrueWealth Advisors
Alabama
$629K +$16.2K +121 +3%
FAM
1462
Fenimore Asset Management
New York
$628K
FGA
1463
Fortis Group Advisors
New Jersey
$625K +$5.89K +44 +1%
GWA
1464
GGM Wealth Advisors
Maryland
$624K +$624K +4,643 New
CAC
1465
Certified Advisory Corp
Florida
$623K -$229K -1,712 -27%
PC
1466
Port Capital
Illinois
$622K -$13.4K -100 -2%
CAI
1467
Capital Advisors Inc
Oklahoma
$622K -$32.6K -244 -5%
SIA
1468
Schechter Investment Advisors
Michigan
$618K -$19.7K -147 -3%
MF
1469
Manchester Financial
California
$617K -$1.34K -10 -0.2%
BRM
1470
Boston Research & Management
Massachusetts
$615K +$14.3K +107 +2%
EWS
1471
Evergreen Wealth Solutions
Pennsylvania
$615K +$75.6K +565 +14%
IPW
1472
Intergy Private Wealth
Colorado
$614K +$614K +4,590 New
AWS
1473
Arkfeld Wealth Strategies
Nebraska
$614K +$160K +1,204 +35%
PMFA
1474
Plante Moran Financial Advisors
Michigan
$614K +$28.8K +215 +5%
LIA
1475
LS Investment Advisors
Michigan
$613K