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 %
MBT
1026
Montecito Bank & Trust
California
$1.36M -$70.3K -536 -5%
LRWA
1027
Long Run Wealth Advisors
New York
$1.36M +$9.44K +72 +0.7%
DBIA
1028
Dumont & Blake Investment Advisors
New Jersey
$1.35M +$262 +2 +0%
AFP
1029
Ausdal Financial Partners
Iowa
$1.35M -$226K -1,726 -14%
CPA
1030
Cowen Prime Advisors
New York
$1.35M -$152K -1,200 -10%
BCP
1031
Blue Chip Partners
Michigan
$1.35M +$524 +4 +0%
IC
1032
Inscription Capital
Texas
$1.34M -$53.1K -405 -4%
HAIM
1033
Hunter Associates Investment Management
Pennsylvania
$1.34M -$2.88K -22 -0.2%
CCG
1034
Ceeto Capital Group
Florida
$1.34M +$14.5K +111 +1%
JAM
1035
Jupiter Asset Management
United Kingdom
$1.34M
RGI
1036
River Global Investors
United Kingdom
$1.34M -$449K -3,430 -25%
AFG
1037
ABLE Financial Group
Arizona
$1.33M +$1.33M +10,177 New
TFM
1038
TFC Financial Management
Massachusetts
$1.33M -$3.28K -25 -0.2%
GIM
1039
Guardian Investment Management
California
$1.33M +$696K +5,225 +109%
TPCW
1040
TD Private Client Wealth
New York
$1.33M -$9.44K -72 -0.7%
CWM
1041
Catalyst Wealth Management
Georgia
$1.33M +$73.8K +563 +6%
HTC
1042
Haverford Trust Company
Pennsylvania
$1.33M -$9.7K -74 -0.7%
QPBE
1043
Quintet Private Bank (Europe)
Luxembourg
$1.33M +$1.33M +10,260 New
WC
1044
Westhampton Capital
North Carolina
$1.32M -$21K -160 -2%
AFG
1045
Alterity Financial Group
Maine
$1.31M -$26.2K -200 -2%
WAM
1046
Westport Asset Management
Connecticut
$1.31M
FNBT
1047
FineMark National Bank & Trust
Florida
$1.31M +$43.5K +332 +3%
CFA
1048
Cahill Financial Advisors
Minnesota
$1.31M -$176K -1,342 -12%
CWM
1049
Cornerstone Wealth Management
Missouri
$1.31M +$1.31M +9,966 New
TPA
1050
Trivium Point Advisory
Connecticut
$1.31M +$37.1K +283 +3%