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 %
LA
451
LBP AM
France
$6.27M -$284K -2,164 -4%
LA
452
Lynch & Associates
Indiana
$6.25M -$73K -557 -1%
IAA
453
Independent Advisor Alliance
North Carolina
$6.24M -$783K -5,972 -11%
AMG
454
Advisors Management Group
Wisconsin
$6.21M +$23.9K +182 +0.4%
IIC
455
Ironwood Investment Counsel
Arizona
$6.2M -$116K -883 -2%
SWP
456
Stratos Wealth Partners
Ohio
$6.17M +$168K +1,281 +3%
WT
457
Whittier Trust
California
$6.15M -$174K -1,331 -3%
CRC
458
Curi RMB Capital
Illinois
$6.12M +$1.61M +12,250 +36%
Kovitz Investment Group Partners
459
Kovitz Investment Group Partners
Illinois
$6.11M -$17.2K -131 -0.3%
MFG
460
Monte Financial Group
Connecticut
$6.1M -$41K -313 -0.7%
NC
461
Nicholas Company
Wisconsin
$6.07M -$1.65M -12,590 -21%
DWM
462
Dorchester Wealth Management
Quebec, Canada
$6.06M +$1.03M +7,850 +20%
IF
463
Insight Folios
North Carolina
$6.04M +$243K +1,854 +4%
LFAS
464
Level Four Advisory Services
Texas
$6M -$149K -1,136 -2%
BAMF
465
BI Asset Management Fondsmaeglerselskab
Denmark
$6M -$5.6M -42,746 -48%
CIC
466
Cutler Investment Counsel
Oregon
$5.96M +$25.7K +196 +0.4%
MWM
467
Meridian Wealth Management
Kentucky
$5.93M +$813K +6,199 +16%
NA
468
NewEdge Advisors
Louisiana
$5.93M -$273K -2,129 -4%
PI
469
PEAK6 Investments
Illinois
$5.92M +$4.7M +35,830 +384%
CWM
470
C2C Wealth Management
Arizona
$5.9M +$1.53M +11,941 +35%
HC
471
Hourglass Capital
Texas
$5.78M -$65.5K -500 -1%
MCM
472
Marathon Capital Management
Maryland
$5.77M +$30.2K +230 +0.5%
AIP
473
Ameritas Investment Partners
Nebraska
$5.76M +$105K +800 +2%
CI
474
CX Institutional
Indiana
$5.75M +$4.99M +37,865 +653%
HEIP
475
Hudson Edge Investment Partners
New Jersey
$5.71M +$1.12M +8,537 +24%