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 %
SL
1876
Summitry LLC
California
$327K -$9.37K -70 -3%
FBB
1877
Fulton Breakefield Broenniman
Maryland
$326K -$166K -1,239 -34%
FAFN
1878
First Affirmative Financial Network
Colorado
$326K +$95.3K +712 +41%
SWA
1879
SOA Wealth Advisors
New York
$326K +$1.34K +10 +0.4%
FHC
1880
First Heartland Consultants
Missouri
$325K -$12.3K -92 -4%
AA
1881
Aire Advisors
California
$325K -$38.4K -287 -11%
KOC
1882
Koss-Olinger Consulting
Florida
$325K +$114K +850 +54%
CW
1883
CIC Wealth
Maryland
$325K +$11K +82 +3%
PRWA
1884
Platte River Wealth Advisors
Colorado
$324K -$40.1K -300 -11%
ACM
1885
Advance Capital Management
Michigan
$324K -$40.4K -302 -11%
SA
1886
Syntax Advisors
New York
$323K -$39.1K -292 -11%
VCG
1887
Vantage Consulting Group
Virginia
$323K -$39.1K -292 -11%
AL
1888
Arnhold LLC
New York
$323K +$2.41K +18 +0.8%
SC
1889
Sinecera Capital
Texas
$322K
WCFA
1890
Walkner Condon Financial Advisors
Wisconsin
$322K +$49.2K +368 +18%
HI
1891
Hoey Investments
Pennsylvania
$322K -$348K -2,600 -52%
BFG
1892
Bouchey Financial Group
New York
$322K -$140K -1,049 -30%
MLFP
1893
MPS Loria Financial Planners
Illinois
$322K +$1.47K +11 +0.5%
AAP
1894
Aristotle Atlantic Partners
Florida
$321K
AA
1895
Alta Advisers
United Kingdom
$321K
BC
1896
Brookfield Corp
Ontario, Canada
$320K -$227K -1,694 -41%
RP
1897
Rowlandmiller & Partners
Georgia
$320K
CGH
1898
CMG Global Holdings
Texas
$320K +$401 +3 +0.1%
JSW
1899
Journey Strategic Wealth
New Jersey
$320K -$284K -2,123 -47%
KFGK
1900
Keystone Financial Group (Kentucky)
Kentucky
$319K +$319K +2,383 New