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 %
TPWA
1376
TRUE Private Wealth Advisors
Oregon
$709K -$44.3K -338 -6%
RMA
1377
Roffman Miller Associates
Pennsylvania
$706K -$74.7K -570 -10%
MA
1378
MJP Associates
Connecticut
$704K +$1.57K +12 +0.2%
BST
1379
Bath Savings Trust
Maine
$703K -$5.11K -39 -0.7%
OAM
1380
Oak Asset Management
California
$702K +$524 +4 +0.1%
CWP
1381
Core Wealth Partners
California
$700K +$5.11K +39 +0.7%
CI
1382
Conning Inc
Connecticut
$700K -$26.6K -203 -4%
P
1383
&Partners
Tennessee
$700K +$13.9K +106 +2%
VIG
1384
Vienna Insurance Group
Poland
$700K +$700K +5,338 New
WEG
1385
World Equity Group
Illinois
$699K +$594K +24,915 +565%
CL
1386
COWA LLC
Oklahoma
$694K -$3.41K -26 -0.5%
MCP
1387
Mirador Capital Partners
California
$693K +$463K +3,534 +202%
FAIM
1388
Financial Advocates Investment Management
Washington
$686K -$319K -2,433 -32%
CA
1389
Crewe Advisors
Utah
$684K +$60.7K +463 +10%
FWTB
1390
First Western Trust Bank
Colorado
$684K -$131 -1 -0%
EFI
1391
EHP Funds Inc
Canada
$682K +$157K +1,200 +30%
IP
1392
Ignite Planners
California
$678K +$17.7K +135 +3%
SEEDPG
1393
S.E.E.D. Planning Group
New York
$678K -$25.8K -197 -4%
PWM
1394
Prentice Wealth Management
New York
$677K +$131 +1 +0%
CBT
1395
CoreFirst Bank & Trust
Kansas
$677K -$52.4K -400 -7%
MIH
1396
Meitav Investment House
Israel
$674K -$194K -1,500 -22%
CWM
1397
Connecticut Wealth Management
Connecticut
$673K +$23.9K +182 +4%
MAWA
1398
Moss Adams Wealth Advisors
Washington
$672K +$477K +3,637 +245%
BCM
1399
Boltwood Capital Management
California
$671K +$10.9K +83 +2%
PVI
1400
Pine Valley Investments
New Jersey
$669K +$669K +6,045 New