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 %
QT
801
Quantbot Technologies
New York
$2.18M +$676K +5,156 +45%
CAM
802
Cacti Asset Management
Georgia
$2.18M
SVWAG
803
Sound View Wealth Advisors Group
Georgia
$2.17M -$1.29M -9,855 -37%
LAM
804
Lynch Asset Management
Pennsylvania
$2.17M +$393K +3,000 +22%
AWC
805
Abundance Wealth Counselors
Pennsylvania
$2.17M +$91.4K +697 +4%
GCS
806
Gordian Capital (Singapore)
Singapore
$2.16M +$1.05M +8,000 +94%
RT
807
Rockland Trust
Massachusetts
$2.16M -$204K -1,558 -9%
ABC
808
Associated Banc-Corp
Wisconsin
$2.16M -$91.6K -699 -4%
VAM
809
Verity Asset Management
North Carolina
$2.16M +$134K +1,026 +7%
BMA
810
Brooks Moore & Associates
Tennessee
$2.16M +$159K +1,214 +8%
VCA
811
Verdence Capital Advisors
Maryland
$2.15M -$16.5K -126 -0.8%
MCIA
812
Mountain Capital Investment Advisors
Colorado
$2.15M +$3.84K +30 +0.2%
SFI
813
SPC Financial Inc
Maryland
$2.14M +$72.5K +553 +4%
WPC
814
White Pine Capital
Minnesota
$2.14M +$16.4K +125 +0.8%
CCG
815
Cypress Capital Group
Florida
$2.14M -$246K -1,879 -10%
LWA
816
Lineweaver Wealth Advisors
Ohio
$2.14M +$114K +871 +6%
OHWP
817
Oak Harbor Wealth Partners
North Carolina
$2.12M +$655 +5 +0%
SGCA
818
Steel Grove Capital Advisors
Tennessee
$2.12M +$179K +1,364 +9%
ZCM
819
Ziegler Capital Management
Illinois
$2.12M -$56.6K -432 -3%
MMG
820
Monetary Management Group
Missouri
$2.11M -$26.2K -200 -1%
HVIA
821
Hudson Valley Investment Advisors
New York
$2.11M -$10.6K -81 -0.5%
CAM
822
Claret Asset Management
Quebec, Canada
$2.11M -$3.67K -28 -0.2%
NSIM
823
North Star Investment Management
Illinois
$2.09M +$181K +1,380 +9%
LWM
824
Ledge Wealth Management
Minnesota
$2.08M +$167K +1,272 +9%
BTI
825
Blue Trust Inc
Georgia
$2.07M +$226K +1,606 +12%