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 %
API
626
Advisor Partners II
California
$3.52M -$311K -2,369 -8%
IA
627
IFP Advisors
Florida
$3.49M -$2.39M -12,978 -41%
FIA
628
Foundations Investment Advisors
Arizona
$3.48M +$1.01M +7,692 +41%
SFS
629
Sowell Financial Services
Arkansas
$3.48M -$812K -6,193 -19%
TCM
630
Twin Capital Management
Pennsylvania
$3.48M -$426K -3,249 -11%
HKIM
631
Hayek Kallen Investment Management
Alabama
$3.48M +$143K +1,088 +4%
SWMG
632
Signature Wealth Management Group
Georgia
$3.47M +$66.9K +510 +2%
CIAS
633
Capital Investment Advisory Services
North Carolina
$3.44M -$156K -1,192 -4%
WSC
634
Wellington Shields & Co
New York
$3.41M +$122K +928 +4%
ADL
635
Asset Dedication LLC
California
$3.41M +$18K +137 +0.5%
ACG
636
Allen Capital Group
Nebraska
$3.38M +$3.38M +25,818 New
SC
637
SouthState Corp
Florida
$3.35M +$161K +1,230 +5%
CAM
638
Cubic Asset Management
Massachusetts
$3.3M -$37.4K -285 -1%
1832 Asset Management
639
1832 Asset Management
Ontario, Canada
$3.29M +$3.29M +25,070 New
EF
640
Empirical Finance
Pennsylvania
$3.28M +$167K +1,276 +5%
BB
641
Busey Bank
Illinois
$3.28M +$65.9K +503 +2%
CAM
642
Cresset Asset Management
Illinois
$3.28M -$222K -1,695 -6%
AssetMark Inc
643
AssetMark Inc
California
$3.27M +$378K +2,887 +13%
BWA
644
BDO Wealth Advisors
Florida
$3.26M -$401K -3,062 -11%
HT
645
HAP Trading
New York
$3.25M +$3.25M +24,754 New
ACM
646
Altrius Capital Management
North Carolina
$3.23M +$115K +876 +4%
WCM
647
Windward Capital Management
California
$3.22M +$11K +84 +0.3%
RBA
648
Richard Bernstein Advisors
New York
$3.22M
SC
649
Savant Capital
Illinois
$3.2M +$500K +3,817 +19%
RI
650
RWWM Inc
California
$3.2M -$97.8K -746 -3%