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 %
BSW
651
Buckingham Strategic Wealth
Missouri
$3.18M
EWM
652
Evercore Wealth Management
New York
$3.18M +$899K +6,858 +39%
SWM
653
Silverlake Wealth Management
Vermont
$3.17M -$44.7K -341 -1%
KA
654
Kintegral Advisory
New York
$3.16M -$170K -1,297 -5%
EH
655
Equitable Holdings
New York
$3.16M +$677K +5,162 +27%
CPA
656
Capital Planning Advisors
California
$3.16M -$276K -2,107 -8%
BC
657
Burney Company
Virginia
$3.15M -$64.9K -495 -2%
ECG
658
Edge Capital Group
Georgia
$3.15M +$1.07M +8,163 +52%
CIP
659
Convergence Investment Partners
Florida
$3.14M +$79.4K +606 +3%
RA
660
RFG Advisory
Alabama
$3.14M +$116K +885 +4%
BOCM
661
Bontempo Ohly Capital Management
Maryland
$3.12M +$77.5K +591 +3%
SWIG
662
Strategic Wealth Investment Group
Kentucky
$3.11M +$519K +3,961 +20%
SAM
663
Stansberry Asset Management
Texas
$3.11M +$1.42M +10,826 +84%
CC
664
Courier Capital
New York
$3.11M -$83.6K -638 -3%
Twin Tree Management
665
Twin Tree Management
Texas
$3.1M -$1.42M -10,799 -31%
SCA
666
Stonebridge Capital Advisors
Minnesota
$3.08M +$90.5K +690 +3%
WWM
667
Wagner Wealth Management
South Carolina
$3.08M -$1.1M -8,367 -26%
WANY
668
Wealthspire Advisors (New York)
New York
$3.07M -$349K -2,662 -10%
CYG
669
Clean Yield Group
Vermont
$3.04M -$2.36K -18 -0.1%
ERIC
670
Eagle Rock Investment Company
Georgia
$3.03M -$262K -2,000 -8%
SCP
671
Stamos Capital Partners
California
$3.02M +$530K +4,040 +21%
CCP
672
Cunning Capital Partners
North Carolina
$3.01M
WFMPM
673
Woodley Farra Manion Portfolio Management
Indiana
$3.01M -$113K -865 -4%
LOAME
674
Lombard Odier Asset Management (Europe)
United Kingdom
$3M -$272K -2,078 -8%
SC
675
Searle & Co
Connecticut
$2.98M -$126K -1,000 -4%