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 %
CFO
2226
CVA Family Office
Colorado
$175K +$17.1K +128 +11%
FRA
2227
Front Row Advisors
California
$174K
PO
2228
Private Ocean
California
$171K -$11.6K -87 -6%
TAM
2229
Tucker Asset Management
Colorado
$168K -$1.2K -9 -0.7%
Loomis, Sayles & Company
2230
Loomis, Sayles & Company
Massachusetts
$167K -$53.9K -402 -24%
IUHSA
2231
Itau Unibanco Holding S.A.
Brazil
$166K +$166K +1,238 New
KA
2232
Kozak & Associates
Colorado
$165K +$1.6K +12 +1%
RFG
2233
RFP Financial Group
Georgia
$165K +$125K +937 +317%
AT
2234
Avalon Trust
New Mexico
$164K
CMP
2235
Coston McIsaac & Partners
Maine
$163K +$1.06K +8 +0.7%
LS
2236
Livforsakringsbolaget Skandia
Sweden
$163K
SIS
2237
Strategic Investment Solutions
Illinois
$162K
SA
2238
SRH Advisors
Kansas
$157K
NCM
2239
Northwest Capital Management
Oregon
$156K +$156K +1,168 New
MA
2240
MCF Advisors
Kentucky
$155K +$6.83K +51 +5%
BFPW
2241
BOK Financial Private Wealth
Colorado
$154K
BAAM
2242
Baker Avenue Asset Management
California
$154K +$16.9K +126 +12%
HCM
2243
Hollencrest Capital Management
California
$154K +$24.1K +180 +19%
KC
2244
Kenfarb & Co
Kentucky
$147K
JEST
2245
JTC Employer Solutions Trustee
Jersey
$147K
PK
2246
Pflug Koory
Nebraska
$144K
C
2247
Covestor
United Kingdom
$142K +$17.9K +134 +14%
FFL
2248
Financial Freedom LLC
Ohio
$142K +$1.34K +10 +1%
RA
2249
Rise Advisors
New York
$141K -$17.3K -129 -11%
GWSA
2250
Global Wealth Strategies & Associates
Colorado
$141K