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 %
GWAM
2001
Guardian Wealth Advisors (Minnesota)
Minnesota
$273K +$23K +172 +9%
HFS
2002
Howard Financial Services
Texas
$272K +$41.8K +312 +18%
VFA
2003
Voya Financial Advisors
Connecticut
$272K +$10.3K +77 +4%
AC
2004
Avestar Capital
New York
$271K -$128K -960 -32%
SC
2005
Sepio Capital
Utah
$271K -$61.8K -462 -19%
FWM
2006
Finer Wealth Management
Massachusetts
$271K +$9.77K +73 +4%
BAM
2007
BOS Asset Management
Illinois
$270K
FBFS
2008
First Business Financial Services
Wisconsin
$270K -$23.1K -173 -8%
GAM
2009
Gemmer Asset Management
California
$270K +$270K +2,015 New
AIP
2010
Almanack Investment Partners
Pennsylvania
$269K -$6.96K -52 -3%
WBC
2011
Westpac Banking Corp
Australia
$269K -$18.4M -137,145 -99%
WMA
2012
West Michigan Advisors
Michigan
$269K +$11.4K +85 +4%
AWM
2013
Angeles Wealth Management
California
$269K +$269K +2,013 New
FVWA
2014
Foster Victor Wealth Advisors
South Carolina
$269K
CT
2015
Coastline Trust
Rhode Island
$268K -$13.4K -100 -5%
GITFIT
2016
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$268K -$40.1K -300 -13%
EA
2017
Ergawealth Advisors
Illinois
$268K
HP
2018
Hyperion Partners
Pennsylvania
$267K +$401 +3 +0.2%
BG
2019
Benedetti & Gucer
Georgia
$267K +$267K +1,998 New
BBW
2020
Blue Barn Wealth
Utah
$266K -$13.1K -98 -5%
CWM
2021
Castle Wealth Management
Florida
$266K -$32.9K -246 -11%
NRI
2022
NFP Retirement Inc
California
$265K -$2.28K -17 -0.8%
GSIAS
2023
Garden State Investment Advisory Services
New Jersey
$265K -$35.6K -266 -12%
CBB
2024
Citizens Business Bank
California
$265K +$265K +1,981 New
PWS
2025
Private Wealth Strategies
Ohio
$265K +$265K +1,979 New