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 %
WMA
1226
Wealth Management Associates
New Jersey
$906K -$49.6K -378 -5%
TBNY
1227
Trustco Bank (New York)
New York
$903K -$17.4K -133 -2%
FSA
1228
Fort Sheridan Advisors
Illinois
$903K +$10.5K +80 +1%
LOAMS
1229
Lombard Odier Asset Management (Switzerland)
Switzerland
$900K +$126K +962 +16%
TWA
1230
TCI Wealth Advisors
Arizona
$897K -$1.44K -11 -0.2%
IWP
1231
Icon Wealth Partners
Texas
$895K +$895K +6,830 New
WCM
1232
Washington Capital Management
Washington
$893K -$43.3K -330 -5%
DEA
1233
DoubleLine ETF Adviser
Florida
$892K +$148K +1,129 +20%
IP
1234
Investment Partners
Ohio
$892K +$32.5K +248 +4%
MAM
1235
Mystic Asset Management
Rhode Island
$892K +$8K +61 +0.9%
SPA
1236
Sherbrooke Park Advisers
New York
$891K +$891K +6,800 New
MA
1237
MONECO Advisors
Connecticut
$890K -$18.7K -143 -2%
HL
1238
HeadInvest LLC
Maine
$890K -$14.4K -110 -2%
EWA
1239
Etesian Wealth Advisors
Oregon
$888K +$36.2K +276 +4%
FNBTCON
1240
First National Bank & Trust Co of Newtown
Pennsylvania
$888K -$4.59K -35 -0.5%
AIM
1241
Anchor Investment Management
South Carolina
$884K -$1.31K -10 -0.1%
CFSG
1242
Clark Financial Services Group
Missouri
$881K -$529K -4,036 -38%
ET
1243
Equitable Trust
Tennessee
$881K +$52.4K +400 +6%
RFG
1244
Range Financial Group
Oregon
$879K -$44.8K -342 -5%
SPWM
1245
Straight Path Wealth Management
Michigan
$877K +$393 +3 +0%
NSAM
1246
North Star Asset Management
Wisconsin
$876K +$262 +2 +0%
MKC
1247
M. Kraus & Co
Vermont
$875K -$35.9K -274 -4%
RIG
1248
Renaissance Investment Group
Massachusetts
$868K +$122K +929 +16%
BCCM
1249
Bridge Creek Capital Management
Massachusetts
$865K +$431K +3,287 +99%
DF
1250
Donoghue Forlines
Massachusetts
$858K -$404K -3,080 -32%