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 %
CPC
1576
Congress Park Capital
New York
$517K
NFC
1577
Northeast Financial Consultants
Connecticut
$517K +$669 +5 +0.1%
RFP
1578
Roth Financial Partners
Texas
$515K
NF
1579
Norwood Financial
Pennsylvania
$515K -$8.83K -66 -2%
MIM
1580
MTM Investment Management
South Carolina
$515K +$1.07K +8 +0.2%
AIC
1581
Archer Investment Corporation
Indiana
$514K -$106K -795 -17%
WP
1582
WMS Partners
Maryland
$513K +$1.2K +9 +0.2%
PS
1583
Planned Solutions
California
$513K -$70.5K -527 -12%
WQ
1584
Wealth Quarterback
New Jersey
$513K +$17.7K +132 +4%
FIBT
1585
First International Bank & Trust
North Dakota
$513K +$6.02K +45 +1%
SWMP
1586
Signature Wealth Management Partners
New Jersey
$509K -$54.6K -408 -10%
NA
1587
Navellier & Associates
Nevada
$509K +$509K +3,805 New
DGAM
1588
Desjardins Global Asset Management
Quebec, Canada
$509K -$37.2K -278 -7%
CSS
1589
Cubist Systematic Strategies
Connecticut
$508K -$1.26M -9,427 -71%
RIM
1590
Reliant Investment Management
Tennessee
$508K
FCM
1591
Firestone Capital Management
Florida
$508K
LIA
1592
LifePlan Investment Advisors
North Carolina
$507K +$507K +3,788 New
GI
1593
Gradient Investments
Minnesota
$507K -$25.4K -190 -5%
PAS
1594
Professional Advisory Services
Florida
$506K -$10.7K -80 -2%
HI
1595
Human Investing
Oregon
$505K -$65.2K -487 -11%
FA
1596
FDx Advisors
Illinois
$505K -$3.62K -27 -0.7%
MSS
1597
Mitchell Sinkler & Starr
Pennsylvania
$504K
FSA
1598
Financial Sense Advisors
California
$503K -$9.9K -74 -2%
SW
1599
SlateStone Wealth
Florida
$502K -$21K -157 -4%
PCA
1600
Pallas Capital Advisors
Massachusetts
$502K +$229K +1,703 +84%