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 %
BAM
1976
Bosun Asset Management
Illinois
$281K +$281K +2,100 New
FDS
1977
First Dallas Securities
Texas
$281K -$130K -975 -32%
Cohen & Steers
1978
Cohen & Steers
New York
$281K -$4.82K -36 -2%
LCM
1979
Leisure Capital Management
California
$280K -$17.3K -129 -6%
KFI
1980
Key Financial Inc
Pennsylvania
$280K
MCWS
1981
McKinley Carter Wealth Services
West Virginia
$279K -$8.43K -63 -3%
RDWM
1982
Red Door Wealth Management
Tennessee
$278K +$22.7K +170 +9%
SEP
1983
Southland Equity Partners
Missouri
$278K +$3.21K +24 +1%
BWM
1984
Birchcreek Wealth Management
Ohio
$278K +$26K +194 +10%
CPSAC
1985
Chas P. Smith & Associates (CPS)
Florida
$278K
TWM
1986
Triton Wealth Management
Arizona
$278K +$144 +1 +0.1%
MWM
1987
Marietta Wealth Management
Georgia
$278K
NFG
1988
Nadler Financial Group
Illinois
$278K -$13.4K -100 -5%
CIA
1989
Cape Investment Advisory
Georgia
$277K +$24.5K +183 +10%
AWS
1990
AJ Wealth Strategies
New York
$277K +$12.4K +93 +5%
HC
1991
Hamilton Capital
Ohio
$276K -$93.1K -696 -25%
RCI
1992
RS Crum Inc
California
$276K
FA
1993
Faithward Advisors
Pennsylvania
$275K -$44.1K -308 -14%
CCC
1994
Chelsea Counsel Company
California
$275K
CAWM
1995
Capital Advisors Wealth Management
Washington
$274K +$21.5K +161 +9%
MHR
1996
Matthew Hamilton Rosenberg
$274K +$16.6K +124 +6%
MGAM
1997
McGowan Group Asset Management
Texas
$274K -$240K -1,796 -47%
AWM
1998
AllSquare Wealth Management
New York
$273K
HFAS
1999
Hummer Financial Advisory Services
Illinois
$273K -$7.23K -54 -3%
SAI
2000
Systematic Alpha Investments
New Jersey
$273K