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 %
W
1851
WealthOne
New York
$340K +$18.2K +136 +6%
BFA
1852
Bill Few Associates
Pennsylvania
$338K -$55.4K -414 -14%
WCM
1853
Windsor Capital Management
Arizona
$338K +$1.2K +9 +0.4%
PWM
1854
Provident Wealth Management
Tennessee
$337K -$2.28K -17 -0.7%
AIP
1855
ARS Investment Partners
New York
$337K -$15.9K -119 -5%
LC
1856
Lindbrook Capital
California
$337K +$40.4K +302 +14%
PAM
1857
Pegasus Asset Management
New York
$336K
BC
1858
Barrett & Company
Rhode Island
$336K +$669 +5 +0.2%
FFA
1859
Farther Finance Advisors
California
$335K +$26.4K +197 +9%
BA
1860
Birinyi Associates
Connecticut
$335K +$402 +3 +0.1%
CFG
1861
CKW Financial Group
Hawaii
$335K +$2.41K +18 +0.7%
LI
1862
LVZ Inc
Michigan
$335K
BMO
1863
Beck Mack & Oliver
New York
$335K
MHIC
1864
Marble Harbor Investment Counsel
Massachusetts
$334K
DSN
1865
D. Scott Neal
Kentucky
$333K -$134 -1 -0%
VWA
1866
V Wealth Advisors
Kansas
$332K +$2.81K +21 +0.9%
BIG
1867
Builder Investment Group
Georgia
$331K
UAML
1868
US Asset Management LLC
Pennsylvania
$329K -$13.4K -100 -4%
FWA
1869
FSM Wealth Advisors
Ohio
$328K -$4.71K -35 -1%
GA
1870
GraniteShares Advisors
New York
$328K -$29.2K -218 -8%
PSCM
1871
Per Stirling Capital Management
Texas
$328K -$401 -3 -0.1%
PB
1872
Pinnacle Bancorp
Nebraska
$328K
ACM
1873
Armbruster Capital Management
New York
$327K
JWBC
1874
J.W. Burns & Co
New York
$327K -$16.7K -125 -5%
EBA
1875
Eagle Bay Advisors
New York
$327K +$27.6K +206 +9%