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 %
WP
1326
WealthSpring Partners
California
$765K +$1.84K +14 +0.2%
PWAM
1327
Pinnacle West Asset Management
Wyoming
$765K +$765K +5,835 New
HT
1328
HighTower Trust
Texas
$763K +$148K +1,177 +24%
LFA
1329
Legacy Financial Advisors
Kentucky
$761K -$221K -1,686 -23%
BOPW
1330
Brandywine Oak Private Wealth
Pennsylvania
$758K +$918 +7 +0.1%
AWA
1331
Acorn Wealth Advisors
Michigan
$757K +$48.9K +373 +7%
AWM
1332
Accurate Wealth Management
Florida
$756K +$16K +122 +2%
PA
1333
PFG Advisors
Arizona
$755K +$193K +1,472 +34%
TGAM
1334
TBH Global Asset Management
Tennessee
$755K -$76.7K -585 -9%
MG
1335
Mather Group
Illinois
$753K +$186K +1,418 +33%
BWM
1336
Baystate Wealth Management
Massachusetts
$752K -$1.57K -12 -0.2%
RFA
1337
Register Financial Advisors
Georgia
$751K +$329K +2,513 +78%
TWD
1338
True Wealth Design
Ohio
$750K +$42.6K +325 +6%
PL
1339
Plancorp LLC
Missouri
$748K +$5.11K +39 +0.7%
IBOK
1340
Independence Bank of Kentucky
Kentucky
$746K -$655 -5 -0.1%
QL
1341
Quarry LP
New York
$745K +$556K +4,243 +294%
CCFM
1342
Clear Creek Financial Management
Washington
$744K +$1.7K +13 +0.2%
MW
1343
Marcum Wealth
Ohio
$743K +$17.8K +136 +2%
QCM
1344
Quantinno Capital Management
New York
$743K -$534K -4,073 -42%
LGA
1345
Lebenthal Global Advisors
New York
$742K +$390K +2,976 +111%
PHS
1346
Pekin Hardy Strauss
Illinois
$742K -$18.4K -140 -2%
MLA
1347
My Legacy Advisors
Oregon
$740K +$112K +853 +18%
CSI
1348
Cross Staff Investments
New York
$740K
LIA
1349
LBMC Investment Advisors
Tennessee
$740K +$181K +1,380 +32%
BEI
1350
Benjamin Edwards Inc
Missouri
$740K +$172K +1,312 +30%