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 %
GD
1826
Grandfield & Dodd
New York
$352K -$26.8K -200 -7%
PGIM
1827
Pacific Global Investment Management
California
$352K -$42K -314 -11%
LPAM
1828
Lodestar Private Asset Management
California
$351K +$12.7K +95 +4%
BOH
1829
Bank of Hawaii
Hawaii
$351K -$6.02K -45 -2%
SFP
1830
Sweet Financial Partners
Minnesota
$348K +$3.48K +26 +1%
AIM
1831
Acropolis Investment Management
Missouri
$348K -$1.2K -9 -0.3%
NA
1832
Nottingham Advisors
New York
$348K +$107K +800 +44%
BWA
1833
BlueSky Wealth Advisors
North Carolina
$347K +$96.5K +721 +38%
TIM
1834
Tortoise Investment Management
New York
$347K +$13.4K +100 +4%
TCBWMS
1835
Texas Capital Bank Wealth Management Services
Texas
$346K +$346K +2,588 New
SHGA
1836
Sand Hill Global Advisors
California
$346K -$89.7K -670 -21%
MWC
1837
MBM Wealth Consultants
Missouri
$346K -$53.1K -400 -13%
LA
1838
Lakeside Advisors
Washington
$345K
VCP
1839
Verus Capital Partners
Arizona
$344K -$50.4K -377 -13%
GCA
1840
Genesee Capital Advisors
New York
$343K -$6.69K -50 -2%
BWAM
1841
Boyd Watterson Asset Management
Ohio
$343K -$39.7K -297 -10%
CS
1842
Cannell & Spears
New York
$343K
PCA
1843
Prosperity Capital Advisors
Ohio
$342K -$18.1K -135 -5%
CCG
1844
Chatham Capital Group
Georgia
$342K -$4.68K -35 -1%
BIA
1845
Bigelow Investment Advisors
Maine
$341K
WP
1846
WealthShield Partners
North Carolina
$341K -$3.08K -23 -0.9%
SS
1847
Sunbelt Securities
Texas
$341K -$14.5K -108 -4%
CCA
1848
Column Capital Advisors
Indiana
$341K +$2.01K +15 +0.6%
IFAM
1849
Institutional & Family Asset Management
Colorado
$340K -$1.74K -13 -0.5%
AIM
1850
Avity Investment Management
Connecticut
$340K