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 %
LWM
1476
Liberty Wealth Management
California
$613K +$12.8K +96 +2%
HPM
1477
Hoxton Planning & Management
West Virginia
$609K -$31.7K -237 -5%
NCM
1478
NCM Capital Management
New Jersey
$609K
KNW
1479
Kesler Norman & Wride
Utah
$606K -$5.49K -41 -0.9%
TT
1480
TI-Trust
Illinois
$605K
CSB
1481
City State Bank
Iowa
$603K -$11.7K -87 -2%
WKWM
1482
Walter & Keenan Wealth Management
Indiana
$601K
PCS
1483
Personal CFO Solutions
New Jersey
$601K -$241K -1,798 -29%
XWM
1484
Xcel Wealth Management
Florida
$601K
SWP
1485
Summit Wealth Partners
Florida
$600K
LCGC
1486
Legacy Capital Group California
California
$600K +$16.6K +124 +3%
DS
1487
DRW Securities
Illinois
$598K +$598K +4,469 New
SFG
1488
SNS Financial Group
Minnesota
$597K +$803 +6 +0.1%
RPCONE
1489
Retirement Planning Company of New England
Rhode Island
$595K -$5.89K -44 -1%
GL
1490
Graypoint LLC
New York
$595K +$65.6K +490 +12%
REMPR
1491
Roof Eidam Maycock Peralta (REMP)
California
$594K
TFS
1492
Thoroughbred Financial Services
Tennessee
$591K -$3.21K -24 -0.5%
CBT
1493
CoreFirst Bank & Trust
Kansas
$590K -$100K -750 -15%
SPC
1494
Stewart & Patten Company
California
$590K -$16.7K -125 -3%
PCMI
1495
Paradigm Capital Management Inc
New York
$589K +$589K +4,400 New
MPCG
1496
Matrix Private Capital Group
New York
$588K
HI
1497
HBK Investments
Texas
$587K -$1.05M -7,856 -64%
VAG
1498
VisionPoint Advisory Group
Texas
$587K +$293K +2,190 +100%
BEI
1499
Benjamin Edwards Inc
Missouri
$587K -$169K -1,262 -22%
CCB
1500
Cutter & Co Brokerage
Missouri
$586K +$55.1K +412 +10%