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 %
TWM
1201
Thrive Wealth Management
Pennsylvania
$944K +$38.5K +294 +4%
MCM
1202
Mill Capital Management
North Carolina
$944K
RPC
1203
Rossmore Private Capital
Connecticut
$943K
WF
1204
Warner Financial
Maryland
$941K +$655 +5 +0.1%
VFPI
1205
Vantage Financial Partners (Illinois)
Illinois
$938K -$220K -1,675 -19%
AAIS
1206
ABN AMRO Investment Solutions
$937K +$937K +7,145 New
SFG
1207
Summit Financial Group
West Virginia
$933K +$393 +3 +0%
T
1208
TOBAM
France
$932K -$4.53M -34,574 -83%
PIM
1209
Penobscot Investment Management
Massachusetts
$931K -$131K -1,000 -12%
BCA
1210
Bay Colony Advisors
Massachusetts
$931K -$206K -1,593 -18%
ACM
1211
Ategra Capital Management
Virginia
$927K
VWM
1212
Venturi Wealth Management
Texas
$926K +$145K +1,104 +19%
PG
1213
Patten Group
Tennessee
$925K +$84.2K +642 +10%
MPM
1214
Meritage Portfolio Management
Kansas
$924K +$15.9K +121 +2%
PWM
1215
PBMares Wealth Management
Virginia
$924K -$59.4K -453 -6%
FFA
1216
First Foundation Advisors
California
$921K +$57.5K +439 +7%
IAM
1217
Innovis Asset Management
Illinois
$919K +$47.1K +359 +5%
AWA
1218
Arkadios Wealth Advisors
Georgia
$915K +$125K +955 +16%
DE
1219
Day & Ennis
Georgia
$915K +$524 +4 +0.1%
TPWM
1220
Twelve Points Wealth Management
Massachusetts
$913K +$275K +2,101 +43%
RMSCM
1221
R.M. Sincerbeaux Capital Management
New York
$912K
LSPW
1222
Lake Street Private Wealth
Illinois
$909K -$10.6K -81 -1%
WCM
1223
Whitener Capital Management
North Carolina
$909K -$56K -427 -6%
AB
1224
Atlas Brown
Kentucky
$908K +$10.2K +78 +1%
IIM
1225
Ironwood Investment Management
Massachusetts
$908K +$62.9K +480 +7%