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 %
HFM
1051
Hartford Financial Management
Connecticut
$1.3M -$6.55K -50 -0.5%
CCT
1052
Capital City Trust
Florida
$1.3M +$56.5K +431 +5%
SSB
1053
Sandy Spring Bank
Maryland
$1.3M -$49.2K -375 -4%
ZIG
1054
Zullo Investment Group
Pennsylvania
$1.29M +$23.1K +176 +2%
RWM
1055
Ritholtz Wealth Management
New York
$1.29M +$119K +909 +10%
DCM
1056
Dudley Capital Management
Virginia
$1.29M +$20.3K +155 +2%
SAG
1057
SageView Advisory Group
California
$1.29M +$901K +6,876 +232%
FCCM
1058
First City Capital Management
Georgia
$1.29M +$34.6K +274 +3%
FBC
1059
Fairfield, Bush & Co
Connecticut
$1.28M +$642K +4,900 +100%
CWM
1060
Congress Wealth Management
Massachusetts
$1.28M +$14K +107 +1%
EFM
1061
E Fund Management
China
$1.28M +$94.9K +724 +8%
RWM
1062
RKL Wealth Management
Pennsylvania
$1.28M -$30.7K -234 -2%
BTWM
1063
Baker Tilly Wealth Management
Wisconsin
$1.28M +$50.2K +383 +4%
CT
1064
Clearstead Trust
Maine
$1.28M +$2.75K +21 +0.2%
MCM
1065
Mendel Capital Management
Arkansas
$1.27M +$60.2K +459 +5%
RI
1066
Ridgewood Investments
New Jersey
$1.27M +$65K +496 +5%
CS
1067
Comerica Securities
Michigan
$1.27M -$6.56K -50 -0.5%
SDAM
1068
Shulman DeMeo Asset Management
New York
$1.26M -$18.7K -143 -1%
PRC
1069
Pearl River Capital
Michigan
$1.26M +$1.26M +9,632 New
DPIM
1070
Duff & Phelps Investment Management
Illinois
$1.26M
RWP
1071
Ridgecrest Wealth Partners
California
$1.26M -$26.7K -204 -2%
OFG
1072
OmniStar Financial Group
North Carolina
$1.25M -$110K -842 -8%
IPW
1073
Inlet Private Wealth
Florida
$1.25M
WF
1074
WoodTrust Financial
Wisconsin
$1.25M
DSC
1075
Duncker Streett & Co
Missouri
$1.25M +$11.5K +88 +0.9%