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 %
NL
1176
NWAM LLC
Washington
$981K -$283K -2,159 -22%
AIM
1177
Athena Investment Management
California
$981K -$1.44K -11 -0.1%
BMC
1178
Beaton Management Company
Massachusetts
$980K
BAM
1179
Byrne Asset Management
New Jersey
$980K +$11K +84 +1%
CBNLCF
1180
Cognios Beta Neutral Large Cap Fund
Kansas
$980K -$346K -2,651 -26%
ACA
1181
Aptus Capital Advisors
Alabama
$979K +$204K +1,556 +26%
RBFC
1182
Roman Butler Fullerton & Co
Missouri
$978K +$268K +2,125 +38%
AWM
1183
Axxcess Wealth Management
California
$974K +$150K +1,142 +18%
LWP
1184
LMG Wealth Partners
Louisiana
$973K +$7.21K +55 +0.7%
HWM
1185
Hohimer Wealth Management
Washington
$971K +$374K +2,855 +63%
CCM
1186
CAAS Capital Management
New York
$970K +$865K +6,602 +825%
SIC
1187
Salem Investment Counselors
North Carolina
$963K +$9.83K +75 +1%
ACS
1188
Archford Capital Strategies
Illinois
$962K +$43.1K +326 +5%
Koshinski Asset Management
1189
Koshinski Asset Management
Illinois
$961K -$46.9K -358 -5%
LWANC
1190
Laurel Wealth Advisors (North Carolina)
North Carolina
$961K +$87.2K +665 +10%
LRPA
1191
L. Roy Papp & Associates
Arizona
$959K +$39.3K +300 +4%
BG
1192
Bahl & Gaynor
Ohio
$959K -$204K -1,558 -18%
MM
1193
Meridian Management
Arkansas
$958K +$1.44K +11 +0.2%
Capstone Investment Advisors
1194
Capstone Investment Advisors
New York
$958K -$56.6K -432 -6%
KA
1195
Kovack Advisors
Florida
$957K +$29.1K +222 +3%
MCCP
1196
Mission Creek Capital Partners
California
$954K
CTFG
1197
Capstone Triton Financial Group
Oklahoma
$952K +$129K +985 +16%
MMHP
1198
Murphy Middleton Hinkle & Parker
Georgia
$951K +$524 +4 +0.1%
PG
1199
Prostatis Group
Maryland
$951K -$22.1K -169 -2%
ACA
1200
Atlas Capital Advisors
Wyoming
$949K -$891K -6,797 -48%