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 %
CFG
2051
Carr Financial Group
Massachusetts
$256K +$256K +1,916 New
CNB
2052
Camden National Bank
Maine
$255K -$74.3K -555 -23%
SAA
2053
Southeast Asset Advisors
Georgia
$255K
WAL
2054
W Advisors LLC
Tennessee
$255K
CC
2055
Capital Counsel
New York
$254K -$167K -1,248 -40%
SFS
2056
Security Financial Services
Indiana
$254K +$17.3K +129 +7%
LB
2057
Legacy Bridge
Iowa
$254K
GEA
2058
Glen Eagle Advisors
New Jersey
$253K +$127 +1 +0.1%
VCAM
2059
Van Cleef Asset Management
Ohio
$253K -$136K -1,015 -35%
SFC
2060
Strategic Financial Concepts
Texas
$253K +$8.3K +62 +3%
HSWM
2061
Hubbell Strickland Wealth Management
Louisiana
$252K
SMWM
2062
Silvia McColl Wealth Management
California
$252K
WI
2063
WrapManager Inc
California
$252K -$669 -5 -0.3%
CPC
2064
Consolidated Planning Corp
Georgia
$252K +$23.2K +173 +10%
RCG
2065
Resource Consulting Group
Florida
$251K +$251K +1,876 New
RG
2066
Renaissance Group
Kentucky
$250K +$25.2K +188 +11%
PA
2067
PSI Advisors
Florida
$250K +$28.6K +214 +13%
EFG
2068
Ethos Financial Group
Pennsylvania
$250K
FH
2069
FWG Holdings
Florida
$250K
HWM
2070
Horizon Wealth Management
Illinois
$250K +$2.81K +21 +1%
PCI
2071
Planning Center Inc
Illinois
$249K +$8.83K +66 +4%
HCMT
2072
Highland Capital Management (Tennessee)
Tennessee
$249K -$237K -1,770 -49%
RRC
2073
Relaxing Retirement Coach
Massachusetts
$249K
SAMT
2074
Select Asset Management & Trust
Pennsylvania
$248K -$28.1K -210 -10%
MRCM
2075
M&R Capital Management
New Jersey
$247K -$3.35K -25 -1%