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 %
PAS
701
Park Avenue Securities
New York
$2.76M +$97.9K +747 +4%
MCC
702
Money Concepts Capital
Florida
$2.76M -$1.82M -13,885 -40%
RG
703
Rathbones Group
United Kingdom
$2.75M -$119K -906 -4%
CAM
704
Carret Asset Management
New York
$2.74M -$276K -2,107 -9%
AIMCA
705
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.74M -$3.47M -26,450 -56%
MA
706
Montag & Associates
Georgia
$2.73M
PCTC
707
Perkins Coie Trust Company
Washington
$2.73M +$120K +914 +5%
SA
708
Strategic Advisors
New York
$2.72M +$761K +5,803 +39%
CRIG
709
Charter Research & Investment Group
Connecticut
$2.72M +$37.9K +289 +1%
EWA
710
EP Wealth Advisors
California
$2.72M +$2.3M +99,242 +538%
KFP
711
KMG Fiduciary Partners
Ohio
$2.71M +$148K +1,131 +6%
HA
712
Herold Advisors
New York
$2.71M +$50.5K +385 +2%
JWCA
713
J.W. Coons Advisors
Ohio
$2.7M -$52.4K -400 -2%
DMBA
714
Deseret Mutual Benefit Administrators
Utah
$2.7M +$186K +1,419 +7%
IA
715
IFG Advisory
Georgia
$2.69M +$14.7K +112 +0.5%
SVCP
716
Silicon Valley Capital Partners
California
$2.68M +$398K +3,039 +17%
HDIM
717
Hanson & Doremus Investment Management
Vermont
$2.68M -$337K -2,572 -11%
SFG
718
Socha Financial Group
New York
$2.68M
RWMG
719
Redwood Wealth Management Group
New Jersey
$2.67M +$58.3K +445 +2%
WSFS
720
Wilmington Savings Fund Society
Delaware
$2.67M -$90.6K -691 -3%
FMII
721
Farmers & Merchants Investments Inc
Nebraska
$2.66M -$2.78M -21,173 -51%
NLP
722
Next Level Private
New York
$2.65M +$53.9K +411 +2%
JPMIA
723
J.P. Marvel Investment Advisors
Massachusetts
$2.65M
GPTE
724
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.64M
HI
725
Horizon Investments
North Carolina
$2.62M -$455K -3,521 -15%