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 %
PCMC
1751
Private Capital Management (Colorado)
Colorado
$401K -$153K -1,142 -28%
DG
1752
DMC Group
Alabama
$401K +$102K +765 +34%
PFBT
1753
Parkside Financial Bank & Trust
Missouri
$401K +$21.1K +158 +6%
FWA
1754
Freedom Wealth Alliance
Wisconsin
$401K +$40.6K +303 +11%
LW
1755
Libra Wealth
California
$400K
NWA
1756
Navis Wealth Advisors
New York
$400K
TC
1757
Truvestments Capital
Florida
$399K -$216K -1,611 -35%
KWA
1758
Kingswood Wealth Advisors
California
$399K +$399K +2,981 New
OIA
1759
Optimum Investment Advisors
Illinois
$398K +$29.3K +219 +8%
WA
1760
Wambolt & Associates
Colorado
$398K -$5.62K -42 -1%
GTAM
1761
Global Trust Asset Management
Florida
$396K +$134 +1 +0%
FUBT
1762
First United Bank & Trust
Maryland
$396K -$26.6K -199 -6%
MFG
1763
Magnus Financial Group
New York
$396K -$803 -6 -0.2%
AIA
1764
Arbor Investment Advisors
North Carolina
$395K
CA
1765
Cornerstone Advisory
Maryland
$394K -$130K -974 -25%
HI
1766
Humankind Investments
New York
$394K +$394K +2,945 New
VIA
1767
Virtus Investment Advisers
Connecticut
$393K
WEG
1768
World Equity Group
Illinois
$393K -$3.53M -26,384 -90%
AC
1769
Allstate Corporation
Illinois
$393K
HIC
1770
Harvey Investment Company
Kentucky
$392K
MHWM
1771
Montz Harcus Wealth Management
Louisiana
$392K -$6.56K -49 -2%
LC
1772
Lavaca Capital
Texas
$391K -$3.74M -27,937 -91%
MLA
1773
MB, Levis & Associates
Pennsylvania
$390K -$133K -997 -25%
WCAMG
1774
Woodard & Company Asset Management Group
North Carolina
$390K
AWM
1775
Aberdeen Wealth Management
Illinois
$389K +$3.35K +25 +0.9%