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 %
TWP
2101
Tempus Wealth Planning
California
$237K
E
2102
ETFidea
New York
$237K -$53.5K -400 -18%
CA
2103
Cambridge Advisors
Nebraska
$237K -$60.9K -455 -20%
CWA
2104
Continuum Wealth Advisors
New York
$237K
LCC
2105
Lincoln Capital Corp
Rhode Island
$236K +$236K +1,766 New
ECAM
2106
East Coast Asset Management
Massachusetts
$236K
FIB
2107
First Interstate Bank
Montana
$236K
FZCM
2108
Flynn Zito Capital Management
New York
$235K +$1.61K +12 +0.7%
TA
2109
Tiedemann Advisors
New York
$234K +$16.6K +124 +8%
PTB
2110
Pioneer Trust Bank
Oregon
$234K -$187K -1,400 -44%
Fiera Capital (Canada)
2111
Fiera Capital (Canada)
Quebec, Canada
$234K -$117K -875 -33%
MFWP
2112
Mosaic Family Wealth Partners
Missouri
$233K +$401 +3 +0.2%
EIG
2113
Ellenbecker Investment Group
Wisconsin
$233K -$3.88K -29 -2%
SN
2114
Sittner & Nelson
Oregon
$233K
PCM
2115
Palisade Capital Management
New Jersey
$233K
IF
2116
IRON Financial
Illinois
$232K -$2.28K -17 -1%
OTL
2117
Oak Thistle LLC
New York
$232K +$232K +1,732 New
AWA
2118
Authentikos Wealth Advisory
California
$231K -$2.81K -21 -1%
CWM
2119
Centric Wealth Management
Illinois
$231K -$3.85K -29 -2%
COCM
2120
Charter Oak Capital Management
New Hampshire
$231K -$8.3K -62 -3%
PSC
2121
Prentiss Smith & Co
Vermont
$231K +$17.1K +128 +8%
VP
2122
Verum Partners
North Carolina
$231K +$231K +1,728 New
JFGIW
2123
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$231K -$62.2K -465 -21%
CW
2124
Cook Wealth
North Carolina
$231K +$3K +21 +1%
TFP
2125
Triune Financial Partners
Kansas
$231K