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 %
RCM
1351
Raleigh Capital Management
North Carolina
$740K +$196K +1,493 +36%
EWM
1352
EPG Wealth Management
Georgia
$738K +$369K +2,818 +100%
AL
1353
Aspiriant LLC
California
$736K +$14.3K +109 +2%
SFS
1354
Strategic Financial Services
New York
$733K +$524 +4 +0.1%
SM
1355
Sciencast Management
New Jersey
$732K +$732K +6,000 New
WA
1356
Wealth Alliance
New York
$731K -$72.9K -556 -9%
CHP
1357
Cable Hill Partners
Oregon
$730K -$107K -817 -13%
PWPS
1358
Pinnacle Wealth Planning Services
Ohio
$728K -$135K -1,031 -16%
9WM
1359
9258 Wealth Management
Ohio
$726K +$6.16K +47 +0.9%
MPWT
1360
MassMutual Private Wealth & Trust
Connecticut
$726K +$48.6K +371 +7%
IIC
1361
Integrated Investment Consultants
Michigan
$726K +$365K +2,785 +101%
KC
1362
Kades & Cheifetz
Pennsylvania
$726K -$3.41K -26 -0.5%
NB
1363
Nicolet Bankshares
Wisconsin
$722K +$65.5K +691 +10%
BFA
1364
Beacon Financial Advisory
Ohio
$722K +$27.5K +210 +4%
PPP
1365
Private Portfolio Partners
New Jersey
$721K +$57.9K +442 +9%
FFN
1366
Focus Financial Network
Minnesota
$720K +$15.9K +121 +2%
WAAG
1367
Wealth Alliance Advisory Group
Kansas
$718K +$227K +1,730 +46%
MVA
1368
Mount Vernon Associates
Maryland
$718K -$22.9K -175 -3%
CBA
1369
Coastal Bridge Advisors
Connecticut
$715K +$3.28K +25 +0.5%
SWA
1370
SFMG Wealth Advisors
Texas
$714K -$52.2K -398 -7%
RAM
1371
Roanoke Asset Management
New Jersey
$714K
HCP
1372
Hexagon Capital Partners
Arkansas
$712K -$9.7K -74 -1%
SC
1373
Sawyer & Company
Massachusetts
$712K -$30.6K -234 -4%
LIP
1374
Lighthouse Investment Partners
Florida
$712K +$712K +5,430 New
VSQM
1375
V-Square Quantitative Management
Illinois
$711K +$711K +5,422 New