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 %
GC
1651
Gilbert & Cook
Iowa
$471K +$27.7K +207 +6%
TW
1652
TrinityPoint Wealth
Connecticut
$471K -$29.7K -222 -6%
QC
1653
Quent Capital
New York
$469K +$21.8K +163 +5%
State Farm Mutual Automobile Insurance
1654
State Farm Mutual Automobile Insurance
Illinois
$468K
SLT
1655
St Louis Trust
Missouri
$468K
CAS
1656
CTC Alternative Strategies
Illinois
$468K +$468K +3,500 New
CFM
1657
Capricorn Fund Managers
United Kingdom
$468K +$468K +3,500 New
WLPWM
1658
Walled Lake Planning & Wealth Management
Illinois
$468K +$13.5K +101 +3%
ACI
1659
Alpha Cubed Investments
California
$468K -$46.2K -345 -9%
EFG
1660
Everhart Financial Group
Ohio
$468K +$40.7K +304 +10%
BCFD
1661
Boit C.F. David
$468K
LWP
1662
LMG Wealth Partners
Louisiana
$468K -$525K -3,925 -53%
BFC
1663
Bedel Financial Consulting
Indiana
$466K -$98.6K -737 -17%
SOS
1664
Silver Oak Securities
Tennessee
$466K -$135K -1,006 -22%
EARNEST Partners
1665
EARNEST Partners
Georgia
$466K -$3.08K -23 -0.7%
PA
1666
Procyon Advisors
Connecticut
$465K +$192K +1,437 +70%
SCA
1667
SMH Capital Advisors
Texas
$465K -$2.14K -16 -0.5%
FFP
1668
FourThought Financial Partners
Florida
$465K -$51.8K -387 -10%
FCFS
1669
First Command Financial Services
Texas
$464K -$13.1K -98 -3%
FCB
1670
First Command Bank
Texas
$464K -$13.1K -98 -3%
LFG
1671
Larson Financial Group
Missouri
$464K +$2.41K +18 +0.5%
CPA
1672
Court Place Advisors
Maryland
$464K
ITIM
1673
Indiana Trust & Investment Management
Indiana
$460K
BFG
1674
Baron Financial Group
New Jersey
$458K +$803 +6 +0.2%
SW
1675
SMART Wealth
Nebraska
$457K -$4.15K -31 -0.9%