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 %
CFP
1926
Catalyst Financial Partners
Massachusetts
$305K +$40.8K +305 +15%
BMM
1927
Buffington Mohr McNeal
Idaho
$304K
VNA
1928
Valley National Advisers
Pennsylvania
$304K -$18K -134 -6%
T
1929
TRUADVICE
Florida
$303K -$26.9K -188 -8%
PAM
1930
Peak Asset Management
Colorado
$302K
SPW
1931
Sonoma Private Wealth
California
$302K +$19.4K +145 +7%
GFP
1932
Gryphon Financial Partners
Ohio
$302K +$39.7K +297 +15%
PWM
1933
Paulson Wealth Management
Illinois
$302K -$1.2K -9 -0.4%
PWMG
1934
Provence Wealth Management Group
California
$301K +$19K +142 +7%
ACA
1935
Affinity Capital Advisors
California
$300K -$11K -82 -4%
FOA
1936
Five Oceans Advisors
California
$300K +$46.2K +345 +18%
BAMG
1937
Brand Asset Management Group
Missouri
$300K
AWM
1938
Atticus Wealth Management
Florida
$299K -$11.6K -87 -4%
RZH
1939
Relyea Zuckerberg Hanson
Connecticut
$297K -$108K -808 -27%
FFA
1940
Fragasso Financial Advisors
Pennsylvania
$297K +$20.1K +150 +7%
OC
1941
Oarsman Capital
Wisconsin
$297K -$25.3K -189 -8%
LIG
1942
Lokken Investment Group
Delaware
$296K -$19.8K -148 -6%
FCA
1943
FinTrust Capital Advisors
South Carolina
$296K
ORAM
1944
One River Asset Management
Connecticut
$295K -$269K -2,008 -48%
LMKC
1945
L.M. Kohn & Company
Ohio
$294K +$86K +643 +41%
SFP
1946
Sterling Financial Planning
New Jersey
$292K +$402 +3 +0.1%
TSS
1947
Two Sigma Securities
New York
$291K +$291K +2,178 New
TIA
1948
Tiemann Investment Advisors
California
$291K -$47.8K -357 -14%
HWM
1949
Hemington Wealth Management
Virginia
$291K -$37.8K -283 -11%
TFA
1950
Transamerica Financial Advisors
Florida
$290K +$290K +2,160 +216,000%