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 %
LPT
1701
Legacy Private Trust
Wisconsin
$437K +$18.3K +137 +4%
TIA
1702
Traphagen Investment Advisors
New Jersey
$437K -$14.2K -106 -3%
IAS
1703
Investment Advisory Services
Texas
$434K +$34.8K +260 +9%
BA
1704
Ballast Advisors
Minnesota
$433K -$10.3K -77 -2%
BW
1705
BIP Wealth
Georgia
$433K
SRIM
1706
Saratoga Research & Investment Management
California
$432K +$153K +1,144 +55%
MFC
1707
Mechanics Financial Corp
Ohio
$432K
CF
1708
Centaurus Financial
California
$430K -$1.47K -11 -0.3%
TCWM
1709
Total Clarity Wealth Management
Illinois
$429K +$216K +1,616 +102%
SCA
1710
Southern Capital Advisors
Tennessee
$429K +$1.34K +10 +0.3%
JE
1711
JMAC Enterprises
Pennsylvania
$428K -$45.8K -342 -10%
BCG
1712
Breakwater Capital Group
New Jersey
$427K +$427K +3,191 New
TF
1713
TimeScale Financial
Massachusetts
$425K +$4.82K +36 +1%
SC
1714
Schoolcraft Capital
Colorado
$422K +$422K +3,156 New
ACP
1715
Aveo Capital Partners
Colorado
$422K +$41.3K +309 +11%
BFO
1716
Biltmore Family Office
North Carolina
$421K -$7.23K -54 -2%
SXL
1717
Summit X LLC
Missouri
$420K -$61.3K -458 -13%
CCFCSB
1718
Cape Cod Five Cents Savings Bank
Massachusetts
$419K -$5.89K -44 -1%
EWA
1719
Encompass Wealth Advisors
Oregon
$419K -$3.75K -28 -0.9%
CWP
1720
CFM Wealth Partners
Texas
$418K
BCM
1721
Buckhead Capital Management
Georgia
$417K -$10K -75 -2%
BIP
1722
Blueprint Investment Partners
North Carolina
$417K +$29K +217 +7%
MFC
1723
Morris Financial Concepts
South Carolina
$416K
DAM
1724
Doheny Asset Management
California
$415K -$6.69K -50 -2%
PTP
1725
Platform Technology Partners
New York
$415K +$941 +7 +0.2%