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 %
LWP
1551
Lumature Wealth Partners
Georgia
$538K +$128K +960 +31%
SFG
1552
StrategIQ Financial Group
Indiana
$537K +$9.9K +74 +2%
EWM
1553
Endurance Wealth Management
Rhode Island
$537K
KFS
1554
Kurt F. Somerville
$537K -$10K -75 -2%
CAL
1555
Capital Advisors Ltd
Ohio
$535K +$50.8K +379 +10%
EHC
1556
Everett Harris & Co
California
$535K +$27.3K +204 +5%
SAM
1557
SignalPoint Asset Management
Missouri
$535K -$6.56K -49 -1%
MA
1558
Mezzasalma Advisors
New Jersey
$535K +$1.87K +14 +0.4%
AA
1559
Advisory Alpha
Michigan
$535K +$37.5K +280 +8%
TL
1560
Tradewinds LLC
North Carolina
$534K +$3.61K +27 +0.7%
Harris Associates
1561
Harris Associates
Illinois
$532K +$23.7K +177 +5%
BB
1562
Berkshire Bank
Massachusetts
$531K
LFA
1563
LifeGuide Financial Advisors
Pennsylvania
$531K +$12.3K +92 +2%
CFS
1564
CRA Financial Services
New Jersey
$530K +$39.7K +297 +8%
FAG
1565
Fortitude Advisory Group
Washington
$530K +$30.4K +227 +6%
DTC
1566
Davidson Trust Company
Washington
$530K -$8.7K -65 -2%
IF
1567
Intrua Financial
Texas
$528K +$141K +1,050 +36%
PFGIA
1568
Patriot Financial Group Insurance Agency
Massachusetts
$526K +$164K +1,225 +45%
FNC
1569
First National Corp
Massachusetts
$526K -$2.01K -15 -0.4%
HPG
1570
Harvest Portfolios Group
Ontario, Canada
$525K -$937 -7 -0.2%
WB
1571
West Bancorporation
Iowa
$525K -$1.47K -11 -0.3%
VF
1572
Virtu Financial
New York
$523K +$523K +3,912 New
HTHT
1573
Hemenway Trust Hemenway Trust
New Hampshire
$521K +$26.1K +195 +5%
NHT
1574
New Hampshire Trust
New Hampshire
$519K +$2.68K +20 +0.5%
WAG
1575
Wallace Advisory Group
California
$519K