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 %
KMWM
1276
Keudell/Morrison Wealth Management
Oregon
$829K -$524 -4 -0.1%
MA
1277
MBA Advisors
Pennsylvania
$826K
PPW
1278
Parcion Private Wealth
Washington
$826K
PCS
1279
Personal CFO Solutions
New Jersey
$824K -$4.33K -33 -0.5%
FB
1280
First Bancorp
Maine
$824K -$70.1K -535 -8%
SB
1281
Strategic Blueprint
Georgia
$823K +$51.9K +396 +7%
FPGT
1282
Financial Partners Group (Tennessee)
Tennessee
$822K +$49.8K +380 +6%
BEC
1283
Blue Edge Capital
Virginia
$822K +$197K +1,501 +31%
EF
1284
Empowered Funds
Pennsylvania
$821K +$326K +2,490 +66%
SI
1285
Saxon Interests
Texas
$820K +$499K +3,806 +155%
WAM
1286
Weatherly Asset Management
California
$820K -$81.9K -625 -9%
MJRIC
1287
Mogy Joel R Investment Counsel
California
$820K -$48.5K -370 -6%
I
1288
INVST
Indiana
$819K -$43.8K -345 -5%
BAM
1289
Berkshire Asset Management
Pennsylvania
$817K +$817K +6,234 New
RWP
1290
RWA Wealth Partners
Massachusetts
$817K -$11.4K -87 -1%
TA
1291
TFG Advisers
Michigan
$814K +$179K +1,369 +28%
PWW
1292
Pettyjohn Wood & White
Virginia
$814K -$1.97K -15 -0.2%
HCM
1293
Hodges Capital Management
Texas
$813K -$4.29K -37 -0.5%
NFA
1294
Northern Financial Advisors
Michigan
$811K -$95.7K -730 -11%
NW
1295
NewEdge Wealth
Pennsylvania
$809K +$255K +1,948 +46%
GSC
1296
G&S Capital
Colorado
$805K +$805K +6,140 New
VCS
1297
Vaughan & Co Securities
New Jersey
$803K +$2.23K +17 +0.3%
RVPG
1298
Relative Value Partners Group
$803K +$63.7K +486 +9%
SAM
1299
Summit Asset Management
Tennessee
$799K
AF
1300
Arrow Financial
New York
$797K -$64.2K -490 -7%