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 %
BFG
526
Berger Financial Group
Minnesota
$4.85M -$423K -3,225 -8%
SCM
527
Schnieders Capital Management
California
$4.84M +$178K +1,355 +4%
ALAM
528
Asahi Life Asset Management
Japan
$4.8M +$650K +4,955 +16%
BL
529
BCWM LLC
Kansas
$4.79M +$270K +2,056 +6%
PGA
530
Portland Global Advisors
Maine
$4.79M +$265K +2,024 +6%
SBH
531
Segall Bryant & Hamill
Illinois
$4.78M -$96.1K -733 -2%
LNC
532
Lincoln National Corp
Pennsylvania
$4.77M +$3.93K +30 +0.1%
RFM
533
Royal Fund Management
Florida
$4.76M +$374K +2,853 +9%
FMWA
534
Forvis Mazars Wealth Advisors
Missouri
$4.74M +$23.7K +181 +0.5%
BIA
535
Barry Investment Advisors
Massachusetts
$4.72M -$190K -1,449 -4%
BCM
536
Birmingham Capital Management
Alabama
$4.71M +$79.2K +604 +2%
TCM
537
Tufton Capital Management
Maryland
$4.7M -$290K -2,210 -6%
BIMC
538
Benson Investment Management Company
Virginia
$4.69M -$20.3K -155 -0.4%
1SB
539
1ST Source Bank
Indiana
$4.68M -$128K -979 -3%
FB
540
Fulton Bank
Pennsylvania
$4.67M +$175K +1,332 +4%
NEAM
541
New England Asset Management
Connecticut
$4.64M -$187K -1,430 -4%
Dodge & Cox
542
Dodge & Cox
California
$4.64M -$191K -1,454 -4%
AFG
543
Albion Financial Group
Utah
$4.59M +$108K +824 +2%
VFM
544
Viking Fund Management
North Dakota
$4.59M +$2.1M +16,000 +84%
CC
545
Cannell & Co
New York
$4.56M -$105K -800 -2%
SG Americas Securities
546
SG Americas Securities
New York
$4.53M +$3.8M +29,025 +527%
BFEC
547
Benjamin F. Edwards & Company
Missouri
$4.53M -$228K -1,737 -5%
RB
548
Rodgers Brothers
Pennsylvania
$4.48M -$400K -3,050 -8%
CIP
549
Chartwell Investment Partners
Pennsylvania
$4.48M +$465K +3,549 +12%
TRCT
550
Tower Research Capital (TRC)
New York
$4.45M +$303K +2,315 +7%