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 %
HWA
1526
Heritage Wealth Advisors
Virginia
$558K -$1.07K -8 -0.2%
BDFN
1527
Bond & Devick Financial Network
Minnesota
$556K -$10.7K -80 -2%
WTB
1528
Washington Trust Bank
Washington
$555K +$113K +848 +26%
PSB
1529
Piscataqua Savings Bank
New Hampshire
$555K +$134 +1 +0%
PP
1530
PDS Planning
Ohio
$555K +$16.3K +122 +3%
IW
1531
Imprint Wealth
South Carolina
$555K -$123K -916 -18%
CWA
1532
CJM Wealth Advisers
Virginia
$554K +$21K +157 +4%
CCM
1533
Cutler Capital Management
Massachusetts
$550K -$473K -3,532 -46%
HCM
1534
Highlander Capital Management
New Jersey
$550K +$8.03K +60 +1%
PM
1535
Penbrook Management
New York
$549K -$13.4K -100 -2%
WC
1536
Whitney & Co
New York
$548K +$75.6K +565 +16%
OCM
1537
Orion Capital Management
California
$546K +$13.4K +100 +3%
IHL
1538
Investment House LLC
California
$545K -$529K -3,955 -49%
OPCM
1539
Osborne Partners Capital Management
California
$544K -$92.6K -692 -15%
DDC
1540
DF Dent & Co
Maryland
$543K -$27.4K -205 -5%
MCM
1541
Magnolia Capital Management
New York
$543K
LI
1542
Lafayette Investments
Maryland
$543K
CHA
1543
Carmichael Hill & Associates
Maryland
$542K +$6.16K +46 +1%
YIA
1544
YHB Investment Advisors
Connecticut
$541K -$10.8K -81 -2%
EA
1545
Emerald Advisors
Washington
$541K -$52.2K -390 -9%
CCM
1546
Carlson Capital Management
Minnesota
$541K -$11K -82 -2%
DWM
1547
Dakota Wealth Management
Florida
$541K +$204K +1,521 +60%
KWMG
1548
King Wealth Management Group
Florida
$540K +$111K +833 +26%
PPWM
1549
Paragon Private Wealth Management
Kentucky
$540K +$47.4K +354 +10%
ONST
1550
Old North State Trust
North Carolina
$538K