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 %
LC
2201
Landaas & Company
Wisconsin
$203K +$203K +1,515 New
AT
2202
Arden Trust
Delaware
$203K +$203K +1,520 New
GPA
2203
Guerra Pan Advisors
New Jersey
$202K -$13.4K -100 -6%
PFA
2204
Pure Financial Advisors
California
$202K -$29.7K -222 -13%
RTC
2205
Riverview Trust Company
Washington
$202K -$82.2K -614 -29%
SWM
2206
Seed Wealth Management
Illinois
$201K +$201K +1,504 New
SFM
2207
Signet Financial Management
New Jersey
$201K +$201K +1,501 New
MAWCM
2208
Mine & Arao Wealth Creation & Management
California
$201K
IR
2209
IAT Reinsurance
New York
$201K
NSCM
2210
New South Capital Management
Tennessee
$201K +$201K +1,500 New
PSP
2211
Pacific Sage Partners
Washington
$201K +$201K +1,499 New
BIA
2212
Benchmark Investment Advisors
Illinois
$200K -$177K -1,324 -47%
SWA
2213
Sutton Wealth Advisors
Florida
$199K -$6.29K -47 -3%
HBW
2214
Hazlett, Burt & Watson
West Virginia
$198K +$2.4K +18 +1%
MAM
2215
Marquette Asset Management
Minnesota
$196K
FMTCOCP
2216
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$195K
CAM
2217
Close Asset Management
United Kingdom
$194K
SC
2218
Steph & Co
Wisconsin
$193K
CWP
2219
Concord Wealth Partners
Virginia
$193K -$11.5K -86 -6%
EWA
2220
EverSource Wealth Advisors
Alabama
$186K +$17.4K +130 +10%
FDCC
2221
Foster Dykema Cabot & Co
Massachusetts
$183K
WWP
2222
WR Wealth Planners
Missouri
$181K +$99.5K +744 +122%
ICM
2223
Intrepid Capital Management
Florida
$180K +$180K +1,347 New
JMF
2224
Johnson Midwest Financial
Iowa
$180K
ECM
2225
Elgethun Capital Management
South Dakota
$178K +$178K +1,333 New