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 %
AI
1726
Accredited Investors
Minnesota
$414K -$20.6K -154 -5%
MCM
1727
MV Capital Management
Maryland
$414K -$76.5K -572 -16%
HAC
1728
Harbor Advisory Corp
New Hampshire
$413K +$110K +820 +36%
SMA
1729
Sage Mountain Advisors
Georgia
$413K +$34.3K +256 +9%
KWM
1730
Kolinsky Wealth Management
New Jersey
$413K -$8.18K -61 -2%
GIM
1731
Guardian Investment Management
California
$411K -$927K -6,925 -69%
FNBSF
1732
First National Bank Sioux Falls
South Dakota
$411K
RC
1733
Reik & Co
New York
$411K
PBO
1734
Peoples Bank (Ohio)
Ohio
$410K +$13.4K +100 +3%
MSRI
1735
Michael S. Ryan Inc
New York
$410K +$410K +3,064 New
BPCE
1736
Bank Pictet & Cie (Europe)
Germany
$409K -$375K -2,800 -48%
CEI
1737
Clark Estates Inc
New York
$409K
QPWM
1738
Quadrant Private Wealth Management
Pennsylvania
$408K -$1.61K -12 -0.4%
III
1739
Independent Investors Inc
New York
$408K
S
1740
SimplyRich
California
$407K +$669 +5 +0.2%
CWC
1741
Carolinas Wealth Consulting
North Carolina
$406K +$1.07K +27 +0.3%
PA
1742
Planning Alternatives
Michigan
$405K -$53.1K -397 -12%
CA
1743
Callahan Advisors
Texas
$404K -$38K -284 -9%
C
1744
CEDRUS
Colorado
$404K +$6.02K +45 +2%
LCM
1745
Lazari Capital Management
California
$404K +$404K +3,019 New
EFSCE
1746
Enterprise Financial Services Corp (EFSC)
Missouri
$404K -$129K -965 -24%
HIP
1747
HUB Investment Partners
Texas
$403K -$12.3K -92 -3%
ACM
1748
Allred Capital Management
Texas
$402K +$1.74K +13 +0.4%
4WM
1749
44 Wealth Management
Oregon
$402K +$4.68K +35 +1%
AFAS
1750
Acorn Financial Advisory Services
Virginia
$401K +$145K +1,086 +57%