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 %
EGA
1601
E&G Advisors
Texas
$502K -$13.4K -100 -3%
OSNBOA
1602
Old Second National Bank of Aurora
Illinois
$502K
FMTC
1603
Farmers & Merchants Trust Company
California
$501K -$10.2K -76 -2%
BTW
1604
Boston Trust Walden
Massachusetts
$500K -$44.2K -330 -8%
MIG
1605
McGuire Investment Group
Rhode Island
$500K +$64.4K +481 +15%
CST
1606
Charles Schwab Trust
Nevada
$500K -$325K -2,531 -39%
CWM
1607
Campbell Wealth Management
Virginia
$499K -$65K -485 -12%
ZB
1608
Zions Bancorporation
Utah
$498K -$9.23K -69 -2%
CT
1609
Colonial Trust
South Carolina
$498K +$32.4K +242 +7%
JF
1610
Joule Financial
Kentucky
$498K -$165K -1,236 -25%
GSB
1611
Greenfield Savings Bank
Massachusetts
$498K -$5.75K -43 -1%
TLP
1612
Trinity Legacy Partners
Texas
$498K
TCM
1613
Telos Capital Management
California
$496K -$49.9K -373 -9%
WC
1614
Weil Company
California
$495K -$366K -2,735 -42%
CIA
1615
Cohen Investment Advisors
New Hampshire
$494K +$7.9K +59 +2%
VA
1616
Valmark Advisers
Ohio
$493K +$11.1K +83 +2%
HKAM
1617
Horizon Kinetics Asset Management
New York
$492K +$13.4K +100 +3%
NFSG
1618
Newbridge Financial Services Group
Florida
$492K +$61K +456 +14%
WP
1619
WealthSource Partners
California
$491K -$16.9K -126 -3%
LFA
1620
Landmark Financial Advisors
Kentucky
$490K +$5.09K +38 +1%
IIC
1621
Integrated Investment Consultants
Michigan
$490K -$251K -1,877 -34%
WA
1622
Wealth Architects
California
$489K -$11.1K -83 -2%
KCM
1623
Kendall Capital Management
Maryland
$489K +$46.6K +348 +11%
EHWM
1624
Eads & Heald Wealth Management
Georgia
$488K -$19.4K -145 -4%
FPCP
1625
Fort Point Capital Partners
California
$487K +$7.76K +58 +2%