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 %
BWP
1951
Balboa Wealth Partners
Arizona
$290K +$50.8K +380 +21%
RWM
1952
Revisor Wealth Management
Ohio
$290K +$7.09K +53 +3%
FMN
1953
Financial Management Network
California
$290K -$17.5K -131 -6%
BCB
1954
Brian C. Broderick
$289K
CCA
1955
Catalyst Capital Advisors
New York
$289K
EIP
1956
Ellis Investment Partners
Pennsylvania
$289K +$3.48K +26 +1%
PIM
1957
Progressive Investment Management
Oregon
$288K
FM
1958
Family Management
New York
$288K
OCBCO
1959
Oversea-Chinese Banking Corp (OCBC)
Singapore
$287K -$32.1K -240 -10%
PWA
1960
Phoenix Wealth Advisors
North Carolina
$287K
HA
1961
HFG Advisors
Ohio
$287K +$287K +2,145 New
DMKJ
1962
David M. Knott Jr
$287K
I2I
1963
Insight 2811 Inc
Illinois
$286K +$669 +5 +0.2%
MIS
1964
Morningstar Investment Services
Illinois
$285K +$285K +2,134 New
FL
1965
Fort LP
Maryland
$284K -$17.1K -128 -6%
RP
1966
Rice Partnership
Hawaii
$284K -$6.98M -52,145 -96%
HFP
1967
Holistic Financial Partners
Indiana
$284K -$8.7K -65 -3%
GDP
1968
Great Diamond Partners
Maine
$284K +$2.81K +21 +1%
TAM
1969
Tealwood Asset Management
Minnesota
$284K -$27.4K -205 -9%
PIN
1970
Prudent Investors Network
California
$283K -$161K -1,206 -36%
ME
1971
McIlrath & Eck
Washington
$283K +$90.2K +674 +47%
UCB
1972
United Community Bank
South Carolina
$283K +$1.34K +10 +0.5%
SL
1973
Salomon & Ludwin
Virginia
$282K
PGAM
1974
Princeton Global Asset Management
New Jersey
$282K +$803 +6 +0.3%
NP
1975
Nilsine Partners
Colorado
$281K +$1.61K +12 +0.6%