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 %
WFG
1251
Wills Financial Group
Virginia
$857K +$19.7K +150 +2%
JWM
1252
Jeppson Wealth Management
California
$855K +$7.47K +57 +0.9%
HHAA
1253
Henry H. Armstrong Associates
Pennsylvania
$853K
CNBTD
1254
Citizens National Bank Trust Department
Mississippi
$851K
GC
1255
Gratus Capital
Georgia
$850K +$105K +799 +14%
HW
1256
Hancock Whitney
Mississippi
$849K +$14.8K +113 +2%
SCM
1257
SOL Capital Management
Maryland
$848K -$45.9K -350 -5%
HIA
1258
Harbor Investment Advisory
Maryland
$847K +$34.5K +263 +4%
CIG
1259
Cascade Investment Group
Colorado
$845K +$95K +725 +13%
CCA
1260
Cobblestone Capital Advisors
New York
$844K -$48.5K -370 -5%
WC
1261
Weil Company
California
$844K +$65.8K +502 +8%
PWP
1262
Perfromance Wealth Partners
Illinois
$844K +$16K +122 +2%
MWA
1263
Meridian Wealth Advisors
Texas
$843K -$524 -4 -0.1%
CAAS
1264
Capital Asset Advisory Services
Michigan
$841K -$18K -137 -2%
CST
1265
Charles Schwab Trust
Nevada
$841K +$468K +3,570 +125%
CAGAS
1266
Capital Advisory Group Advisory Services
Minnesota
$841K +$57.3K +437 +7%
NP
1267
NorthRock Partners
Minnesota
$839K -$95.3K -727 -10%
H
1268
HoyleCohen
California
$838K +$106K +812 +15%
SFO
1269
Stokes Family Office
Louisiana
$838K -$210K -1,604 -20%
BW
1270
Bison Wealth
Georgia
$837K -$8.83K -73 -1%
PFSC
1271
Peoples Financial Services Corp
Pennsylvania
$837K +$13.5K +103 +2%
CAC
1272
Certified Advisory Corp
Florida
$835K +$5.37K +41 +0.6%
ATC
1273
Adirondack Trust Company
New York
$833K -$9.18K -70 -1%
SIM
1274
Sentry Investment Management
Wisconsin
$831K +$43.5K +332 +6%
RMC
1275
Resources Management Corp
Connecticut
$830K -$1.35M -17,944 -62%