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 %
SMA
2076
Seven Mile Advisory
New Jersey
$247K +$247K +1,842 New
WIC
2077
Woodmont Investment Counsel
Tennessee
$246K +$246K +1,842 New
FPCG
2078
Fort Pitt Capital Group
Pennsylvania
$246K -$137K -1,025 -36%
CBT
2079
Central Bank & Trust
Kentucky
$246K -$23.7K -177 -9%
BBNA
2080
Bremer Bank National Association
Minnesota
$245K +$1.07K +8 +0.4%
EFL
2081
ERn Financial LLC
Wisconsin
$244K +$1.07K +8 +0.4%
MIM
2082
Miller Investment Management
Pennsylvania
$244K
HFA
2083
High Falls Advisors
New York
$243K +$936 +7 +0.4%
BWA
2084
Blodgett Wealth Advisors
California
$243K -$13.4K -100 -5%
SCI
2085
Stableford Capital II
Arizona
$242K +$242K +1,690 New
EAM
2086
Evanson Asset Management
California
$241K +$9.5K +71 +4%
RPA
2087
Rock Point Advisors
Vermont
$241K -$1.34K -10 -0.6%
MCCA
2088
Mill Creek Capital Advisors
Pennsylvania
$241K +$241K +1,800 New
CFD
2089
Creative Financial Designs
Indiana
$241K +$7.63K +57 +3%
MLL
2090
Moody Lynn & Lieberson
Massachusetts
$240K
TSWM
2091
Triangle Securities Wealth Management
North Carolina
$240K -$4.55K -34 -2%
BAM
2092
Boyar Asset Management
New York
$240K
KIG
2093
Kowal Investment Group
Wisconsin
$240K -$113K -848 -32%
WCM
2094
Wedge Capital Management
North Carolina
$239K +$1.34K +10 +0.6%
DWM
2095
Darwin Wealth Management
Florida
$239K
GKWIM
2096
Gerber Kawasaki Wealth & Investment Management
California
$238K -$14.8K -111 -6%
CT
2097
Columbia Trust
Oregon
$238K +$3.21K +24 +1%
GCA
2098
Gradient Capital Advisors
California
$238K +$803 +6 +0.3%
MC
2099
Middleton & Co
Massachusetts
$237K -$10.2K -76 -4%
OPOWM
2100
One Plus One Wealth Management
Florida
$237K -$7.36K -55 -3%