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 %
IF
2151
Integrity Financial
Wyoming
$221K
SNB
2152
Security National Bank
Nebraska
$220K
AFM
2153
Abbot Financial Management
Massachusetts
$220K +$220K +1,645 New
TWM
2154
Trinity Wealth Management
Pennsylvania
$220K
OBWP
2155
O'Brien Wealth Partners
Massachusetts
$219K -$669 -5 -0.3%
WC
2156
Woodstock Corp
Massachusetts
$219K -$36.8K -275 -14%
LAS
2157
LWM Advisory Services
Florida
$218K -$20.8K -156 -9%
NSB
2158
Norway Savings Bank
Maine
$218K +$218K +1,630 New
ASFA
2159
All Season Financial Advisors
Colorado
$218K +$3.35K +25 +2%
RCM
2160
Requisite Capital Management
Texas
$218K
RWS
2161
Resolute Wealth Strategies
Mississippi
$217K -$27.7K -207 -11%
PTC
2162
Petrus Trust Company
Texas
$216K +$216K +1,614 New
AA
2163
Apriem Advisors
California
$216K
WIC
2164
Willis Investment Counsel
Georgia
$215K -$268 -2 -0.1%
AIS
2165
AM Investment Strategies
Tennessee
$215K -$1.47K -11 -0.7%
LAM
2166
Lountzis Asset Management
Pennsylvania
$215K +$215K +1,500 New
SEIA
2167
Signature Estate & Investment Advisors
California
$215K +$215K +1,607 New
VAF
2168
Values Added Financial
District of Columbia
$214K +$214K +1,603 New
TLA
2169
Tanglewood Legacy Advisors
Texas
$214K
FPWM
2170
FSB Premier Wealth Management
Iowa
$214K +$937 +7 +0.4%
GWANC
2171
Guardian Wealth Advisors (North Carolina)
North Carolina
$214K -$28.6K -214 -12%
PP
2172
PFS Partners
New Jersey
$213K -$50.5K -377 -19%
WI
2173
Wintrust Investments
Illinois
$213K -$38.4K -287 -15%
USB
2174
Union Savings Bank
Connecticut
$213K +$213K +1,476 New
LF
2175
Lee Financial
Texas
$213K