2,380 hedge funds and large institutions have $67.4B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 1,041 increasing their positions, 884 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,380
Holders Change
-42
Holders Change %
-1.73%
% of All Funds
38.09%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
151
Increased
1,041
Reduced
884
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$47.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$7.59M -$7.36M -56,235 -49%
OAM
402
Ostrum Asset Management
France
$7.55M +$7.55M +57,580 New
TWC
403
TD Waterhouse Canada
Ontario, Canada
$7.53M -$1.47M -9,233 -16%
CB
404
Cadence Bank
Mississippi
$7.49M +$120K +918 +2%
CGH
405
Crossmark Global Holdings
Texas
$7.46M -$1.56M -11,891 -17%
NIA
406
NIA Impact Advisors
California
$7.43M +$110K +837 +1%
MIM
407
Montgomery Investment Management
Maryland
$7.4M -$138K -1,050 -2%
O
408
Ossiam
France
$7.37M +$3.07M +23,430 +71%
BCM
409
Beddow Capital Management
Wyoming
$7.35M +$559K +4,265 +8%
KCM
410
Kanawha Capital Management
Virginia
$7.33M +$62.7K +478 +0.9%
SIA
411
Sit Investment Associates
Minnesota
$7.29M +$7.29M +55,572 New
KFP
412
Keystone Financial Planning
Ohio
$7.27M -$98.7K -753 -1%
WA
413
WealthTrust Axiom
Pennsylvania
$7.22M -$60K -458 -0.8%
LW
414
Linscomb Wealth
Texas
$7.21M -$72.5K -553 -1%
AAIM
415
American Assets Investment Management
California
$7.21M
GIA
416
Guyasuta Investment Advisors
Pennsylvania
$7.2M -$174K -1,325 -2%
VIA
417
Vident Investment Advisory
Georgia
$7.2M +$593K +4,522 +9%
RP
418
Rice Partnership
Hawaii
$7.11M +$69.6K +531 +1%
BFA
419
Bragg Financial Advisors
North Carolina
$7.07M +$41.9K +320 +0.6%
AIA
420
Allied Investment Advisors
Montana
$7.03M +$220K +1,682 +3%
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.02M -$758K -5,784 -10%
AF
422
Alerus Financial
North Dakota
$7.02M +$200K +1,529 +3%
CG
423
Colony Group
Massachusetts
$6.98M -$201K -1,530 -3%
PWP
424
Principle Wealth Partners
Connecticut
$6.97M +$89.8K +685 +1%
FT
425
Fiduciary Trust
Massachusetts
$6.97M -$777K -5,925 -10%