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 %
AF
751
Allworth Financial
California
$2.42M -$274K -2,093 -10%
LJHT
752
Laurie J. Hall Trustee
$2.41M +$529K +4,035 +28%
1WA
753
180 Wealth Advisors
Washington
$2.4M +$18.9K +144 +0.8%
BIM
754
Bridges Investment Management
Nebraska
$2.4M -$26.2K -200 -1%
JWCA
755
J.W. Cole Advisors
Florida
$2.4M -$37.1K -283 -2%
CIA
756
Citadel Investment Advisory
Ohio
$2.39M -$65.6K -500 -3%
DWA
757
Douglass Winthrop Advisors
New York
$2.37M -$169K -1,290 -7%
MNBTD
758
Moody National Bank Trust Division
Texas
$2.36M +$114K +872 +5%
LS
759
Leelyn Smith
Illinois
$2.35M +$36.3K +277 +2%
SCM
760
Sterneck Capital Management
Missouri
$2.35M +$180K +1,376 +8%
OPTFSNA
761
Old Point Trust & Financial Services N A
Virginia
$2.35M +$227K +1,730 +11%
Fisher Asset Management
762
Fisher Asset Management
Washington
$2.34M -$739K -5,641 -24%
1IA
763
1834 Investment Advisors
Wisconsin
$2.34M +$168K +1,282 +8%
Jones Financial Companies
764
Jones Financial Companies
Missouri
$2.34M +$64.4K +491 +3%
CAC
765
Core Alternative Capital
Georgia
$2.33M +$7.34K +56 +0.3%
ZIC
766
ZWJ Investment Counsel
Georgia
$2.33M -$94K -717 -4%
PT
767
Plimoth Trust
Massachusetts
$2.31M +$33.2K +253 +1%
SC
768
Stolper & Co
Oklahoma
$2.31M -$3.17M -24,165 -58%
HSA
769
HBK Sorce Advisory
Pennsylvania
$2.3M -$6.41M -48,889 -74%
EF
770
Exeter Financial
Arizona
$2.3M -$18.3K -140 -0.8%
HPIA
771
Hamilton Point Investment Advisors
North Carolina
$2.3M +$45.6K +348 +2%
ECM
772
EagleClaw Capital Management
Massachusetts
$2.3M +$1.57K +12 +0.1%
AG
773
AIA Group
Hong Kong
$2.27M -$333K -2,537 -13%
SWM
774
Spire Wealth Management
Virginia
$2.27M +$364K +2,774 +19%
ANTB
775
AMG National Trust Bank
Colorado
$2.27M -$787 -6 -0%