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 %
WCG
1801
Weaver Consulting Group
California
$369K +$2.81K +21 +0.8%
NAG
1802
Northstar Advisory Group
New Jersey
$369K -$4.95K -37 -1%
BLC
1803
Brown, Lisle/Cummings
Rhode Island
$368K
APWA
1804
Atlas Private Wealth Advisors
New Jersey
$368K +$368K +2,748 New
MAG
1805
MRA Advisory Group
New Jersey
$368K -$29K -217 -7%
BONST
1806
Bank of Nova Scotia Trust
Ontario, Canada
$367K +$13.4K +100 +4%
KWM
1807
KFG Wealth Management
Indiana
$366K
KLCM
1808
KG&L Capital Management
Louisiana
$366K -$23.3K -174 -6%
FBT
1809
First Bankers Trust
Kentucky
$365K -$113K -841 -24%
IAS
1810
IMA Advisory Services
Colorado
$364K
VWA
1811
Visionary Wealth Advisors
Illinois
$364K -$5.89K -44 -2%
XT
1812
XTX Topco
Cayman Islands
$363K +$363K +2,714 New
SCA
1813
Sandy Cove Advisors
Massachusetts
$363K +$363K +2,713 New
WF
1814
Wayfinding Financial
Washington
$362K +$2.58K +18 +0.7%
Eagle Capital Management (New York)
1815
Eagle Capital Management (New York)
New York
$361K
SIM
1816
Stratos Investment Management
Ohio
$361K -$2.81K -21 -0.8%
TWM
1817
TriaGen Wealth Management
California
$359K
EWP
1818
Engrave Wealth Partners
Texas
$359K -$937 -7 -0.3%
WWM
1819
Windsor Wealth Management
Indiana
$359K +$42.1K +314 +13%
BWM
1820
BerganKDV Wealth Management
Minnesota
$358K -$13.2K -99 -4%
GSC
1821
Grey Street Capital
Illinois
$358K
SOAMC
1822
Spirit of America Management Corp
New York
$357K
TAM
1823
Trillium Asset Management
Massachusetts
$354K -$5.22K -39 -1%
WIM
1824
Warwick Investment Management
Texas
$354K +$134 +1 +0%
LSIA
1825
LaSalle St. Investment Advisors
Illinois
$353K -$52.2K -391 -13%