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 %
CWP
501
Cyndeo Wealth Partners
Florida
$5.26M +$380K +2,898 +8%
SWM
502
SeaCrest Wealth Management
New York
$5.24M +$43K +328 +0.8%
MGP
503
Metis Global Partners
California
$5.23M +$779K +5,939 +17%
RWA
504
Ropes Wealth Advisors
Massachusetts
$5.23M -$71.7K -547 -1%
KWILP
505
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.2M
CCIA
506
Cherry Creek Investment Advisors
Colorado
$5.2M +$30.9K +236 +0.6%
FCBT
507
First Citizens Bank & Trust
North Carolina
$5.18M +$849K +6,474 +20%
GIM
508
Goelzer Investment Management
Indiana
$5.16M +$597K +4,551 +13%
CCMINC
509
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.14M +$61.7K +471 +1%
MFA
510
Mayflower Financial Advisors
Massachusetts
$5.11M +$27.1K +207 +0.5%
BBHC
511
Brown Brothers Harriman & Co
New York
$5.11M +$197K +1,503 +4%
Lazard Asset Management
512
Lazard Asset Management
New York
$5.11M +$270K +2,057 +6%
RBC
513
Romano Brothers & Co
Illinois
$5.11M -$128K -984 -2%
CCM
514
Coldstream Capital Management
Washington
$5.07M +$69.3K +529 +1%
SMI
515
Shelter Mutual Insurance
Missouri
$5.05M
GIA
516
Gladstone Institutional Advisory
Florida
$5.02M +$1.6M +12,194 +47%
VDBMI
517
Van Den Berg Management I
Texas
$5.02M +$210K +1,599 +4%
FTA
518
Financial & Tax Architects
Missouri
$5M +$241K +1,842 +5%
FTC
519
Farmers Trust Company
Ohio
$5M +$13.5K +103 +0.3%
CCM
520
Channing Capital Management
Illinois
$4.97M -$1.9M -14,524 -28%
AP
521
Americana Partners
Texas
$4.97M +$85.1K +649 +2%
DWP
522
Daymark Wealth Partners
Ohio
$4.92M +$241K +1,842 +5%
RAM
523
Riggs Asset Management
Pennsylvania
$4.91M -$8.78K -67 -0.2%
CA
524
Cullinan Associates
Kentucky
$4.89M
CIC
525
Carnegie Investment Counsel
Ohio
$4.88M +$33.2K +253 +0.7%