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 %
CFG
976
Cooper Financial Group
California
$1.5M +$107K +817 +8%
SW
977
SkyOak Wealth
Michigan
$1.49M +$200K +1,525 +15%
DI
978
DFPG Investments
Utah
$1.48M +$651K +4,968 +79%
ORC
979
O'Rourke & Company
Massachusetts
$1.47M +$58.5K +446 +4%
AWM
980
Avior Wealth Management
Nebraska
$1.47M +$121K +911 +9%
FWM
981
Focused Wealth Management
New York
$1.47M +$144K +1,096 +11%
HAM
982
Hedges Asset Management
Nevada
$1.47M +$354K +2,700 +32%
WPW
983
Waldron Private Wealth
Pennsylvania
$1.46M +$171K +1,305 +13%
FANJ
984
Financial Architects (New Jersey)
New Jersey
$1.45M -$154K -1,175 -10%
DCM
985
Donaldson Capital Management
Indiana
$1.45M +$112K +851 +8%
CTA
986
Chesley Taft & Associates
Illinois
$1.44M -$2.62K -20 -0.2%
MIC
987
Meridian Investment Counsel
California
$1.44M
HCA
988
Harbor Capital Advisors
Illinois
$1.44M +$1.44M +10,994 New
GAM
989
Griffin Asset Management
New York
$1.44M -$46.1K -352 -3%
EL
990
EMFO LLC
Florida
$1.44M -$486K -3,704 -25%
FMAEN1
991
Fund Management at Engine No 1
California
$1.44M +$133K +1,011 +10%
RCAG
992
Rehmann Capital Advisory Group
Michigan
$1.43M +$25.2K +192 +2%
CI
993
Cigna Investments
Connecticut
$1.43M -$29.1K -222 -2%
MMA
994
Miracle Mile Advisors
California
$1.43M -$3.28K -25 -0.2%
AIA
995
Avalon Investment & Advisory
Texas
$1.43M -$28.3M -215,897 -95%
ETH
996
Exos TFP Holdings
New York
$1.43M +$874K +6,665 +158%
WDC
997
Woodward Diversified Capital
California
$1.43M +$918 +7 +0.1%
CWA
998
Centennial Wealth Advisory
Michigan
$1.43M +$34.5K +263 +2%
WE
999
Wealth Effects
Massachusetts
$1.42M +$150K +1,146 +12%
LSA
1000
Lion Street Advisors
Texas
$1.42M +$525K +4,003 +59%