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 %
APP
476
Avantax Planning Partners
Iowa
$5.7M -$201K -1,533 -3%
NEI
477
Northwest & Ethical Investments
Ontario, Canada
$5.65M
QIM
478
Quantitative Investment Management
Virginia
$5.63M +$1.46M +11,113 +35%
IWC
479
Integrated Wealth Concepts
Massachusetts
$5.58M +$2.9M +22,139 +109%
MA
480
Mutual Advisors
Nebraska
$5.57M +$2.27M +17,314 +69%
SIA
481
Soltis Investment Advisors
Utah
$5.55M +$576K +4,393 +12%
XF
482
XML Financial
Maryland
$5.54M +$44.2K +337 +0.8%
CAM
483
Columbia Asset Management
Michigan
$5.54M +$349K +2,660 +7%
TFA
484
Toth Financial Advisory
Virginia
$5.53M -$42.5K -324 -0.8%
SPC
485
Sigma Planning Corp
Michigan
$5.51M -$97K -740 -2%
WTFG
486
Wells Trecaso Financial Group
Ohio
$5.5M +$138K +1,053 +3%
NMERB
487
New Mexico Educational Retirement Board
New Mexico
$5.49M -$170K -1,300 -3%
AC
488
Addenda Capital
Quebec, Canada
$5.47M -$42.1K -321 -0.8%
EOJOAM
489
E. Ohman J:or Asset Management
Sweden
$5.43M +$341K +2,600 +7%
WAM
490
Winslow Asset Management
Ohio
$5.42M +$69.9K +533 +1%
SS
491
Simplicity Solutions
Minnesota
$5.41M +$3.77M +28,758 +229%
BHWA
492
Beacon Harbor Wealth Advisors
Virginia
$5.41M -$67.8K -517 -1%
PSP
493
Principal Street Partners
Tennessee
$5.41M -$4.59K -35 -0.1%
BCV
494
Banque Cantonale Vaudoise
Switzerland
$5.4M
KPWS
495
Kestra Private Wealth Services
Texas
$5.36M -$256K -1,954 -5%
PFO
496
Pathstone Family Office
New Jersey
$5.33M -$9.4M -70,580 -64%
DA
497
Duality Advisers
Florida
$5.31M +$4.32M +32,939 +436%
MLICM
498
Metropolitan Life Insurance Company (MetLife)
New York
$5.3M -$1.55M -11,856 -23%
IMOV
499
Investment Management of Virginia
Virginia
$5.28M +$76.6K +584 +1%
AMBIA
500
Allen Mooney & Barnes Investment Advisors
Georgia
$5.27M +$35.8K +273 +0.7%