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 %
CGA
1501
Crescent Grove Advisors
Illinois
$583K +$65.3K +488 +13%
BONH
1502
Bank of New Hampshire
New Hampshire
$581K
HCM
1503
Hengehold Capital Management
Ohio
$579K +$5.75K +43 +1%
GA
1504
Geller Advisors
New York
$578K +$125K +935 +28%
ATWA
1505
Arbor Trust Wealth Advisors
Michigan
$578K -$94.6K -707 -14%
PIA
1506
Perennial Investment Advisors
California
$575K +$15.9K +119 +3%
IDBONY
1507
Israel Discount Bank of New York
New York
$573K -$96.9K -724 -14%
CHC
1508
City Holding Co
West Virginia
$573K -$6.56K -49 -1%
LFA
1509
Lauterbach Financial Advisors
Texas
$572K
AAS
1510
Annex Advisory Services
Wisconsin
$572K +$2.81K +21 +0.5%
AWA
1511
Amplius Wealth Advisors
Pennsylvania
$572K -$12.7K -95 -2%
LCM
1512
Laurion Capital Management
New York
$572K +$572K +4,273 New
AA
1513
Addison Advisors
Vermont
$569K -$7.09K -53 -1%
JFL
1514
Jarislowsky, Fraser Ltd
Quebec, Canada
$569K -$107K -800 -16%
WDG
1515
Wealth Dimensions Group
Ohio
$568K -$14.9K -111 -3%
Financial Engines Advisors
1516
Financial Engines Advisors
California
$568K +$86K +643 +18%
GAG
1517
GM Advisory Group
New York
$567K +$8.16K +61 +1%
IWP
1518
Icon Wealth Partners
Texas
$567K -$347K -2,595 -38%
1IA
1519
1834 Investment Advisors
Wisconsin
$566K -$1.82M -13,604 -76%
RIA
1520
Retirement Investment Advisors
Oklahoma
$565K +$26.8K +200 +5%
IFWM
1521
Institute for Wealth Management
Colorado
$564K +$134 +1 +0%
TC
1522
Telemus Capital
Michigan
$564K -$85.4K -638 -13%
AGA
1523
Accuvest Global Advisors
Utah
$563K +$130K +975 +30%
IPW
1524
Invictus Private Wealth
Colorado
$562K
SFG
1525
Sovereign Financial Group
Connecticut
$560K +$33.3K +249 +6%