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 %
OIA
851
OneDigital Investment Advisors
Kansas
$1.95M +$430K +3,280 +28%
OA
852
Oxbow Advisors
Texas
$1.95M -$66.9K -510 -3%
VAS
853
Vestmark Advisory Solutions
Massachusetts
$1.95M +$147K +1,120 +8%
CNC
854
Citizens & Northern Corp
Pennsylvania
$1.94M +$596K +4,543 +44%
S
855
SignatureFD
Georgia
$1.94M -$116K -888 -6%
LDB
856
Lee, Danner & Bass
Tennessee
$1.93M -$41.9K -320 -2%
CA
857
Clearstead Advisors
Ohio
$1.93M -$11.7K -89 -0.6%
RIM
858
Redwood Investment Management
Arizona
$1.93M +$326K +2,488 +20%
CC
859
Cypress Capital
Tennessee
$1.92M +$22.8K +174 +1%
SBIA
860
Sheaff Brock Investment Advisors
Indiana
$1.92M -$8.65K -66 -0.4%
GC
861
Grimes & Company
Massachusetts
$1.92M +$22K +168 +1%
MGIA
862
Moneta Group Investment Advisors
Missouri
$1.91M +$146K +1,114 +8%
SIAG
863
Signet Investment Advisory Group
Rhode Island
$1.9M +$12.5K +95 +0.7%
WSCM
864
Wellington Shields Capital Management
New York
$1.9M +$30.2K +230 +2%
CIA
865
Cladis Investment Advisory
Montana
$1.9M +$528K +4,025 +38%
RIA
866
Regal Investment Advisors
Michigan
$1.89M -$1.24M -9,442 -40%
FNFDCM
867
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.89M -$29.2K -223 -2%
IWM
868
IHT Wealth Management
Illinois
$1.88M +$261K +1,991 +16%
LA
869
Lifeworks Advisors
Michigan
$1.88M -$178K -1,354 -9%
SFG
870
SevenBridge Financial Group
Pennsylvania
$1.87M +$80.6K +615 +5%
MOS
871
MGO One Seven
Ohio
$1.86M +$270K +2,063 +17%
PCC
872
Park Circle Company
Maryland
$1.86M
SCA
873
St. Clair Advisors
Ohio
$1.86M +$1.09M +8,292 +141%
EP
874
Edgestream Partners
New Jersey
$1.85M +$1.65M +12,623 +835%
PMAM
875
Penn Mutual Asset Management
Pennsylvania
$1.85M -$357K -2,725 -16%