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 %
CTB
1901
Country Trust Bank
Illinois
$319K
OC
1902
Oakworth Capital
Alabama
$318K +$4.01K +30 +1%
FFWM
1903
Future Financial Wealth Management
Ohio
$318K -$268 -2 -0.1%
RPWA
1904
Regent Peak Wealth Advisors
Georgia
$317K -$10.2K -76 -3%
VC
1905
Vicus Capital
Pennsylvania
$317K -$4.55K -34 -1%
VCP
1906
Vista Capital Partners
Oregon
$316K +$40K +299 +15%
DA
1907
Duality Advisers
Florida
$315K -$5.1M -38,149 -94%
LAM
1908
L2 Asset Management
Massachusetts
$314K +$11.8K +88 +4%
MWA
1909
Monograph Wealth Advisors
California
$314K +$1.07K +8 +0.3%
UWPG
1910
Ullmann Wealth Partners Group
Florida
$313K -$803 -6 -0.3%
MSWM
1911
McGlone Suttner Wealth Management
Wisconsin
$312K +$8.15K +61 +3%
APW
1912
Austin Private Wealth
Texas
$311K -$78.9K -590 -20%
CFFP
1913
Center for Financial Planning
Michigan
$311K -$35.6K -266 -10%
NCM
1914
Novare Capital Management
North Carolina
$311K +$937 +7 +0.3%
BOS
1915
Bank of Stockton
California
$310K
AC
1916
Apella Capital
Connecticut
$309K +$309K +2,312 New
CB
1917
CNB Bank
Pennsylvania
$309K +$69K +516 +29%
IAG
1918
Investment Advisory Group
Massachusetts
$308K +$29.6K +221 +11%
SPA
1919
Sherbrooke Park Advisers
New York
$308K -$602K -4,500 -66%
MWM
1920
Merriman Wealth Management
Washington
$307K -$669 -5 -0.2%
MWM
1921
Mattern Wealth Management
Kansas
$307K -$4.55K -34 -1%
MIA
1922
MainStreet Investment Advisors
Illinois
$306K -$36.8K -275 -11%
FA
1923
Financial Advisors
Massachusetts
$306K +$101K +757 +50%
OCM
1924
One Capital Management
California
$305K -$130K -971 -30%
HFG
1925
Heron Financial Group
New York
$305K -$3.08K -23 -1%