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 %
TCOV
551
Trust Company of Vermont
Vermont
$4.45M -$33.8K -258 -0.8%
NB
552
NBT Bank
New York
$4.44M -$103K -783 -2%
ATIA
553
American Trust Investment Advisors
New Hampshire
$4.43M +$36.1K +275 +0.8%
BCWM
554
Bartlett & Co Wealth Management
Ohio
$4.43M -$137K -1,054 -3%
BC
555
Bartlett & Co
Ohio
$4.43M -$137K -1,054 -3%
CK
556
Cohen Klingenstein
New York
$4.42M
DAS
557
Dynamic Advisor Solutions
Arizona
$4.4M -$520K -3,964 -11%
HIC
558
Hartline Investment Corp
Illinois
$4.39M +$1.92M +14,667 +78%
MMM
559
Mendel Money Management
Illinois
$4.38M +$144K +1,101 +3%
Luther King Capital Management (LKCM)
560
Luther King Capital Management (LKCM)
Texas
$4.35M +$104K +793 +2%
KL
561
KWMG LLC
Kansas
$4.33M +$124K +948 +3%
VRM
562
Vectors Research Management
New York
$4.3M -$40.9K -312 -0.9%
MCM
563
MAI Capital Management
Ohio
$4.26M +$135K +1,033 +3%
IC
564
IEQ Capital
California
$4.26M -$755K -5,758 -15%
VWM
565
Valley Wealth Managers
New Jersey
$4.25M +$165K +1,258 +4%
GCM
566
Garland Capital Management
Washington
$4.23M -$43.5K -332 -1%
CNBT
567
Canandaigua National Bank & Trust
New York
$4.23M +$4.23M +32,263 New
GF
568
Gabelli Funds
New York
$4.23M -$45.9K -350 -1%
AWM
569
Apollon Wealth Management
South Carolina
$4.23M +$127K +968 +3%
VPIM
570
Vanguard Personalized Indexing Management
California
$4.23M -$887K -6,764 -17%
CBTWT
571
Community Bank & Trust (Waco, Texas)
Texas
$4.22M -$6.03K -46 -0.1%
KRSITF
572
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.22M -$25.7K -196 -0.6%
FM
573
Foster & Motley
Ohio
$4.21M +$522K +3,984 +14%
PR
574
Payden & Rygel
California
$4.2M -$11.9M -90,500 -74%
WSTAM
575
Wilbanks Smith & Thomas Asset Management
Virginia
$4.18M +$119K +907 +3%