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 %
AA
1776
Auxano Advisors
Washington
$389K
WBCM
1777
Wilson & Boucher Capital Management
California
$388K
WW
1778
Westshore Wealth
California
$388K -$94.9K -709 -20%
CHA
1779
Cooper/Haims Advisors
New York
$387K -$8.7K -65 -2%
VI
1780
Versor Investments
New York
$387K -$1.71M -12,807 -82%
JC
1781
JB Capital
Connecticut
$387K +$1.61K +12 +0.4%
KIG
1782
Kennedy Investment Group
New Jersey
$385K +$24.1K +180 +7%
ANBT
1783
American National Bank & Trust
Texas
$384K -$24.9K -186 -6%
SSWM
1784
Strait & Sound Wealth Management
California
$384K +$2.28K +17 +0.6%
FPFS
1785
First Personal Financial Services
North Carolina
$383K
APG
1786
Abacus Planning Group
South Carolina
$383K
KS
1787
Karpas Strategies
Connecticut
$383K +$669 +5 +0.2%
BFAG
1788
Blackston Financial Advisory Group
Florida
$382K -$36K -269 -9%
AAG
1789
Armstrong Advisory Group
Massachusetts
$382K
OHWA
1790
Oak Hill Wealth Advisors
Virginia
$381K +$1.74K +13 +0.5%
6F
1791
626 Financial
Michigan
$380K
OCPWS
1792
One Charles Private Wealth Services
Massachusetts
$380K -$12.2K -91 -3%
CWM
1793
Chesapeake Wealth Management
Virginia
$379K
ACP
1794
Aviance Capital Partners
Florida
$379K -$16.1K -120 -4%
FIM
1795
Fruth Investment Management
Texas
$377K
FNBOSM
1796
First National Bank of South Miami
Florida
$377K -$40.4K -302 -10%
HR
1797
Howe & Rusling
New York
$377K -$16.7K -125 -4%
DOA
1798
D'Orazio & Associates
Virginia
$375K -$47.8K -357 -11%
SSWM
1799
Smith Salley Wealth Management
North Carolina
$372K -$107K -801 -22%
HCMG
1800
Howard Capital Management Group
California
$369K