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 %
MC
2176
Miramar Capital
Illinois
$212K -$20.1K -150 -9%
C
2177
Certuity
Florida
$212K +$212K +1,581 New
SSG
2178
Summit Securities Group
New York
$211K -$23.6K -176 -10%
ACM
2179
Ashford Capital Management
Delaware
$211K -$442K -3,300 -68%
LODC
2180
Lanham O'Dell & Company
West Virginia
$210K -$8.97K -67 -4%
CHAM
2181
Clear Harbor Asset Management
Connecticut
$210K -$17.4K -130 -8%
EB
2182
Eastern Bank
Massachusetts
$210K -$10.8K -81 -5%
FPB
2183
First PREMIER Bank
South Dakota
$209K +$2.01K +15 +1%
B
2184
Bridgeworth
Alabama
$209K -$43.3K -324 -17%
GWM
2185
Gray Wealth Management
Maine
$208K +$208K +1,557 New
KAM
2186
KEB Asset Management
Illinois
$208K -$2.68K -20 -1%
GFPC
2187
Global Financial Private Client
Florida
$208K -$8.96K -67 -4%
SLA
2188
Silver Lake Advisory
Utah
$208K -$2.81K -21 -1%
DI
2189
Disciplined Investments
Oklahoma
$208K +$134 +1 +0.1%
PWM
2190
Prosperity Wealth Management
California
$207K +$207K +1,546 New
GHA
2191
GW Henssler & Associates
Georgia
$206K -$3.35K -25 -2%
HWA
2192
HCR Wealth Advisors
California
$206K +$206K +1,538 New
ARG
2193
Advisory Resource Group
Oklahoma
$205K +$205K +1,533 New
NFP
2194
Narus Financial Partners
Utah
$205K +$205K +1,529 New
WFAG
2195
Wescott Financial Advisory Group
Pennsylvania
$205K +$205K +1,529 New
TLCM
2196
Twin Lakes Capital Management
California
$204K +$669 +5 +0.3%
TAM
2197
Townsend Asset Management
North Carolina
$204K -$30.9K -231 -13%
MW
2198
MBL Wealth
North Carolina
$204K -$38.1K -285 -16%
AA
2199
AJ Advisors
Tennessee
$203K -$40.5K -303 -17%
CGFA
2200
Colton Groome Financial Advisors
North Carolina
$203K -$37.6K -281 -16%