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 %
BHPW
1126
Beverly Hills Private Wealth
California
$1.09M +$281K +2,143 +35%
PAG
1127
Private Advisory Group
Washington
$1.08M -$392K -2,987 -27%
AAP
1128
Arax Advisory Partners
Colorado
$1.08M +$3.67K +28 +0.3%
AF
1129
Advisornet Financial
Minnesota
$1.08M +$5.64K +43 +0.5%
CAM
1130
Cozad Asset Management
Illinois
$1.08M +$139K +1,057 +15%
MC
1131
Martin & Co
Tennessee
$1.08M -$21.9K -167 -2%
BAM
1132
Brave Asset Management
New Jersey
$1.08M -$167K -1,274 -13%
SCM
1133
Shelton Capital Management
Colorado
$1.08M -$6.8M -51,892 -86%
WWM
1134
Western Wealth Management
Colorado
$1.08M +$41.4K +316 +4%
TCPWM
1135
Traverso Chambers Private Wealth Management
California
$1.07M +$2.62K +20 +0.2%
RIS
1136
Retirement Income Solutions
Michigan
$1.06M +$55.3K +422 +5%
AP
1137
Appleton Partners
Massachusetts
$1.06M +$211K +1,612 +25%
KIG
1138
Kessler Investment Group
Indiana
$1.06M +$1.06M +8,096 New
WA
1139
Waddell & Associates
Tennessee
$1.06M -$13.1K -100 -1%
RMDI
1140
R.M. Davis Inc
Maine
$1.06M -$7.21K -55 -0.7%
IHL
1141
Investment House LLC
California
$1.05M +$52.4K +400 +5%
CGL
1142
Clarius Group LLC
Washington
$1.05M +$48.8K +372 +5%
BIM
1143
Baldwin Investment Management
Pennsylvania
$1.05M -$110K -837 -9%
SACTSONJ
1144
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.05M
MIM
1145
Marco Investment Management
Georgia
$1.05M +$24K +183 +2%
B
1146
Bailard
California
$1.05M +$11.3K +86 +1%
MFS
1147
Mirabella Financial Services
United Kingdom
$1.04M +$1.04M +7,929 New
FG
1148
Fiduciary Group
Georgia
$1.04M +$6.29K +48 +0.6%
BHBT
1149
Burke & Herbert Bank & Trust
Virginia
$1.03M -$33.6K -256 -3%
LWM
1150
Laidlaw Wealth Management
New York
$1.03M -$9.05K -69 -0.9%