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 %
RCG
1676
Rock Creek Group
District of Columbia
$455K +$40.9K +306 +10%
AIM
1677
Aspen Investment Management
Michigan
$455K +$268 +2 +0.1%
SMH
1678
Sanders Morris Harris
Texas
$455K
GPA
1679
Garrison Point Advisors
California
$454K
OW
1680
Olistico Wealth
Oklahoma
$453K
NPF
1681
Norris Perne & French
Michigan
$453K -$27K -202 -6%
MTC
1682
McDaniel Terry & Co
Texas
$450K
WFA
1683
WMG Financial Advisors
Tennessee
$450K -$7.36K -55 -2%
KA
1684
Klingman & Associates
New York
$449K +$6.69K +50 +2%
MIH
1685
Meitav Investment House
Israel
$448K -$249K -1,862 -36%
FSC
1686
Full Sail Capital
Oklahoma
$448K +$53.5K +400 +14%
BFO
1687
Boston Family Office
Massachusetts
$446K +$34.7K +260 +8%
GLLW
1688
Graves Light Lenhart Wealth
Virginia
$445K +$134 +1 +0%
TVAMP
1689
Tennessee Valley Asset Management Partners
Tennessee
$445K -$59.3K -443 -12%
JCM
1690
J2 Capital Management
Michigan
$444K +$444K +3,320 New
ML
1691
McAdam LLC
Pennsylvania
$444K +$37.2K +278 +9%
GWM
1692
GDS Wealth Management
Texas
$442K
ST
1693
Sabal Trust
Florida
$442K +$60.8K +454 +16%
PI
1694
Putnam Investments
Massachusetts
$442K +$3.88K +29 +0.9%
TFF
1695
The Family Firm
Maryland
$440K +$937 +7 +0.2%
GG
1696
Greenwood Gearhart
Arkansas
$440K -$105K -783 -19%
RWB
1697
RMR Wealth Builders
New Jersey
$440K +$92.5K +691 +27%
FAM
1698
Formidable Asset Management
Ohio
$438K -$1.34K -10 -0.3%
AS
1699
Altshuler Shaham
Israel
$438K -$7.09K -53 -2%
PWP
1700
Private Wealth Partners
California
$437K +$13.4K +100 +3%