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 %
FCMT
2251
Founders Capital Management (Texas)
Texas
$141K
PFG
2252
Piershale Financial Group
Illinois
$141K
VC
2253
Vestor Capital
Illinois
$137K
RDFA
2254
Ritter Daniher Financial Advisory
Ohio
$131K
LWA
2255
Lowe Wealth Advisors
Maryland
$131K -$3.35K -25 -2%
CTWM
2256
Cherry Tree Wealth Management
Minnesota
$129K +$129K +963 New
RG
2257
Retirement Group
California
$128K -$5.75K -43 -4%
GPI
2258
General Partner Inc
Pennsylvania
$127K
GWSG
2259
GPS Wealth Strategies Group
Colorado
$127K -$10.6K -79 -8%
MSE
2260
MUFG Securities EMEA
United Kingdom
$126K -$119K -887 -48%
LTI
2261
Laffer Tengler Investments
Tennessee
$126K
CP
2262
Castleview Partners
Texas
$121K -$115K -858 -49%
HWA
2263
HHM Wealth Advisors
Tennessee
$120K
AW
2264
Avion Wealth
Texas
$119K +$57.4K +432 +93%
WAM
2265
Worth Asset Management
Texas
$116K +$13.5K +101 +13%
FWA
2266
FSC Wealth Advisors
New York
$115K
BCM
2267
Blume Capital Management
California
$112K
BG
2268
Bollard Group
Massachusetts
$108K +$1.33K +10 +1%
IHWM
2269
Iron Horse Wealth Management
Iowa
$107K
PWMG
2270
Prestige Wealth Management Group
New Jersey
$106K +$14.1K +105 +15%
WIM
2271
Westside Investment Management
California
$98.8K
EWM
2272
Evermay Wealth Management
Virginia
$98.6K -$10.8K -81 -10%
PVH
2273
Psagot Value Holdings
Israel
$96K -$67.8K -505 -41%
FFA
2274
Fairfield Financial Advisors
Massachusetts
$95.3K +$535 +4 +0.6%
TC
2275
Trust Company
Kansas
$95.1K -$102K -761 -52%