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 %
TP
2126
Tranquility Partners
Tennessee
$230K -$1.34K -10 -0.6%
FFA
2127
Fortune Financial Advisors
Kansas
$230K +$230K +1,716 New
PFP
2128
Paragon Financial Partners
California
$229K -$2.68K -20 -1%
AMG
2129
Asset Management Group
Connecticut
$229K +$2.41K +18 +1%
JF
2130
Jump Financial
Illinois
$229K +$229K +1,709 New
BCMLT
2131
Beacon Capital Management LLC (Tennessee)
Tennessee
$228K -$2.14K -16 -0.9%
SIC
2132
Sterling Investment Counsel
New York
$227K
CWA
2133
Carolina Wealth Advisors
South Carolina
$227K +$4.82K +36 +2%
WHC
2134
Wulff, Hansen & Co
California
$227K
AIFAIM
2135
American Institute for Advanced Investment Management
Arizona
$226K +$226K +1,692 New
EDRIA
2136
Edmonds Duncan Registered Investment Advisors
Kansas
$226K +$2.68K +20 +1%
BFG
2137
Beacon Financial Group
Texas
$226K +$11.2K +83 +5%
CCA
2138
Cottonwood Capital Advisors
Utah
$225K -$803 -6 -0.4%
T
2139
TCWP
Ohio
$225K -$73.5K -549 -25%
M
2140
MOTCO
Texas
$224K +$401 +3 +0.2%
CWG
2141
Cornerstone Wealth Group
North Carolina
$224K +$5.62K +42 +3%
GIP
2142
Greatmark Investment Partners
Georgia
$224K
LA
2143
Latitude Advisors
Florida
$223K -$12.6K -94 -5%
BOM
2144
Bank of Marin
California
$223K -$21.4K -160 -9%
KCM
2145
KRS Capital Management
Michigan
$222K +$1.34K +10 +0.6%
FFG
2146
Frisch Financial Group
New York
$222K +$222K +1,660 New
OFG
2147
Oxford Financial Group
Indiana
$222K -$14.6K -109 -6%
WAOI
2148
Wealth Advisors of Iowa
Iowa
$222K +$2.27K +17 +1%
MCM
2149
Morton Capital Management
California
$222K
CG
2150
Cynosure Group
Utah
$222K +$222K +1,656 New