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 %
UBG
2026
United Bank (Georgia)
Georgia
$264K +$264K +1,975 New
RWM
2027
Rench Wealth Management
Texas
$264K -$2.94K -22 -1%
EIA
2028
Eldridge Investment Advisors
New Hampshire
$264K -$4.41K -33 -2%
NC
2029
NBW Capital
Massachusetts
$264K +$38K +284 +17%
CBOR
2030
Community Bank of Raymore
Missouri
$262K
HS
2031
Horan Securities
United States
$262K +$40.3K +301 +18%
CWM
2032
Calamos Wealth Management
Illinois
$261K
VCWA
2033
Vanguard Capital Wealth Advisors
Colorado
$261K -$11.9K -89 -4%
TFA
2034
Triad Financial Advisors
North Carolina
$261K -$669 -5 -0.3%
WFI
2035
West Family Investments
California
$261K +$261K +1,948 New
CTA
2036
Colonial Trust Advisors
South Carolina
$260K +$8.83K +66 +4%
JAG
2037
Journey Advisory Group
Kentucky
$260K +$4.95K +37 +2%
MWM
2038
Mascoma Wealth Management
New Hampshire
$258K -$170K -1,168 -40%
WA
2039
Wealthstream Advisors
New York
$258K +$15.8K +118 +7%
PA
2040
Prossimo Advisors
California
$258K +$258K +1,925 New
EW
2041
Evoke Wealth
California
$258K +$33K +247 +15%
PIA
2042
Pinion Investment Advisors
Kansas
$258K +$258K +1,927 New
WPP
2043
Whalerock Point Partners
Rhode Island
$258K +$13.5K +101 +6%
FA
2044
Fagan Associates
New York
$258K
MF
2045
Meridian Financial
Massachusetts
$257K +$21.1K +158 +9%
NQWM
2046
Northwest Quadrant Wealth Management
Oregon
$257K +$936 +7 +0.4%
IGWM
2047
ICA Group Wealth Management
Colorado
$257K -$115K -861 -31%
SSC
2048
Syverson Strege & Co
Iowa
$257K +$4.42K +33 +2%
RCA
2049
Resonant Capital Advisors
Wisconsin
$257K +$19K +142 +8%
TCM
2050
Towercrest Capital Management
Pennsylvania
$256K +$256K +1,917 New