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 %
AWAG
426
ARS Wealth Advisors Group
Florida
$6.93M +$2.07M +15,825 +43%
GAM
427
Gotham Asset Management
New York
$6.92M +$4.85M +37,015 +234%
SBWIC
428
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.88M -$22.9K -175 -0.3%
WS
429
Wedbush Securities
California
$6.86M -$639K -4,875 -9%
FFBTD
430
First Financial Bank - Trust Division
Ohio
$6.86M +$1.34M +10,239 +24%
AGC
431
Aspen Grove Capital
Colorado
$6.85M +$3.67K +28 +0.1%
TAIM
432
Te Ahumairangi Investment Management
New Zealand
$6.84M +$223K +1,700 +3%
V
433
Veritable
Delaware
$6.84M -$323K -2,464 -5%
WJWM
434
Williams Jones Wealth Management
New York
$6.83M -$67.1K -512 -1%
CSIC
435
Clifford Swan Investment Counsel
California
$6.8M -$181K -1,377 -3%
BMCM
436
Bryn Mawr Capital Management
Pennsylvania
$6.71M -$30.7K -234 -0.5%
NC
437
NewSquare Capital
Pennsylvania
$6.71M +$418K +3,187 +7%
Macquarie Group
438
Macquarie Group
Australia
$6.68M -$405K -3,092 -6%
EDRH
439
Edmond de Rothschild Holding
Switzerland
$6.63M +$2.93M +22,318 +79%
LIM
440
Lathrop Investment Management
Arkansas
$6.59M +$44.2K +337 +0.7%
SAM
441
Sompo Asset Management
Japan
$6.59M +$121K +920 +2%
Group One Trading
442
Group One Trading
Illinois
$6.56M +$6.56M +50,068 New
RJT
443
Raymond James Trust
Florida
$6.54M -$8.26K -63 -0.1%
TAM
444
Tocqueville Asset Management
New York
$6.53M +$2.1K +16 +0%
AAS
445
Avantax Advisory Services
Texas
$6.52M +$926K +7,065 +17%
Bessemer Group
446
Bessemer Group
New Jersey
$6.48M -$47.7K -364 -0.7%
AHC
447
Adell Harriman & Carpenter
Texas
$6.47M -$16.4K -125 -0.3%
Lido Advisors
448
Lido Advisors
California
$6.45M +$5.51K +42 +0.1%
GCM
449
Gibraltar Capital Management
Oklahoma
$6.42M +$298K +2,273 +5%
CCM
450
Cohen Capital Management
California
$6.39M -$16.8K -128 -0.3%