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 %
DT
926
Diversified Trust
Tennessee
$1.67M +$193K +1,469 +13%
FWM
927
Forza Wealth Management
Florida
$1.67M +$144K +1,102 +9%
LWCFA
928
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.66M +$655 +5 +0%
MCAI
929
Members Capital Advisors Inc
Wisconsin
$1.66M +$1.66M +12,662 New
ISWM
930
Independent Solutions Wealth Management
New York
$1.66M -$84K -641 -5%
GRP
931
Global Retirement Partners
California
$1.66M +$336K +2,718 +25%
LWAM
932
Legacy Wealth Asset Management
Minnesota
$1.66M -$9.83K -75 -0.6%
GWM
933
Geneos Wealth Management
Colorado
$1.66M -$414K -3,156 -20%
AMIM
934
Aull & Monroe Investment Management
Alabama
$1.65M -$16.5K -126 -1%
SCM
935
Silvant Capital Management
Georgia
$1.65M
DEM
936
Disciplined Equity Management
Florida
$1.65M +$35.4K +270 +2%
MCM
937
McMillion Capital Management
North Carolina
$1.65M -$110K -837 -6%
FPAS
938
Focus Partners Advisor Solutions
Missouri
$1.64M +$136K +1,038 +9%
PH
939
Pinnacle Holdings
Oklahoma
$1.63M +$3.8K +29 +0.2%
TA
940
TCM Advisors
West Virginia
$1.63M -$1.55M
GVAG
941
Great Valley Advisor Group
Delaware
$1.63M -$290K -2,213 -15%
VAS
942
Valicenti Advisory Services
New York
$1.62M -$65.6K -500 -4%
BP
943
Ballentine Partners
Massachusetts
$1.61M -$12.8K -98 -0.8%
KCFA
944
Key Client Fiduciary Advisors
New Jersey
$1.61M +$57.2K +436 +4%
WA
945
Waverly Advisors
Alabama
$1.61M +$232K +1,769 +17%
HI
946
HBK Investments
Texas
$1.61M +$1.61M +12,244 New
MGIA
947
Matthew Goff Investment Advisor
Texas
$1.6M -$21.5K -164 -1%
LF
948
Lantz Financial
Illinois
$1.6M +$249K +1,897 +18%
MWM
949
Modera Wealth Management
New Jersey
$1.6M +$205K +1,566 +15%
FFS
950
Founders Financial Securities
Maryland
$1.6M +$185K +1,412 +13%