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 %
PGWM
1101
Parisi Gray Wealth Management
New Jersey
$1.15M -$14K -107 -1%
CCA
1102
Checchi Capital Advisers
California
$1.14M +$98.2K +749 +9%
DI
1103
Diligent Investors
California
$1.14M +$32.1K +245 +3%
AAS
1104
Ameritas Advisory Services
Nebraska
$1.14M -$503K -3,919 -31%
ESB
1105
Essex Savings Bank
Connecticut
$1.14M -$27.3K -208 -2%
AUB
1106
Atlantic Union Bankshares
Virginia
$1.14M -$259K -1,973 -18%
NB
1107
Northwest Bancshares
Pennsylvania
$1.14M -$111K -847 -9%
MC
1108
Maverick Capital
Texas
$1.14M +$1.14M +8,664 New
RSC
1109
Red Spruce Capital
Pennsylvania
$1.13M -$4.2K -32 -0.4%
MMPW
1110
Mitchell McLeod Pugh & Williams
Alabama
$1.12M -$4.2K -32 -0.4%
BMWM
1111
Brown Miller Wealth Management
Virginia
$1.12M +$61.2K +467 +6%
SAM
1112
Steinberg Asset Management
New York
$1.11M
BWP
1113
BSW Wealth Partners
Colorado
$1.11M -$18.5K -141 -2%
DLHL
1114
Donald L. Hagan LLC
Florida
$1.11M +$135K +1,031 +14%
SP
1115
Symmetry Partners
Connecticut
$1.11M -$279K -2,128 -20%
CSC
1116
Caldwell Sutter Capital
California
$1.11M +$348K +2,656 +46%
AA
1117
Ancora Advisors
Ohio
$1.1M -$35K -267 -3%
MIC
1118
Means Investment Company
Maine
$1.1M -$22.9K -175 -2%
CC
1119
Chicago Capital
Illinois
$1.1M -$1.7K -13 -0.2%
NFG
1120
Nations Financial Group
Iowa
$1.1M +$54.7K +417 +5%
PCA
1121
Peddock Capital Advisors
Massachusetts
$1.1M +$69K +526 +7%
GWM
1122
Gitterman Wealth Management
New Jersey
$1.1M -$308K -2,353 -22%
HCM
1123
Howland Capital Management
Massachusetts
$1.09M -$1.31K -10 -0.1%
CCG
1124
Coastwise Capital Group
California
$1.09M +$63.1K +481 +6%
BCM
1125
Becker Capital Management
Oregon
$1.09M -$12.8K -98 -1%