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 %
IWA
1401
Intercontinental Wealth Advisors
Texas
$667K -$89.9K -686 -12%
CWM
1402
Cranbrook Wealth Management
Michigan
$667K +$131 +1 +0%
PWM
1403
Palumbo Wealth Management
New York
$667K +$112K +851 +20%
WAG
1404
Winthrop Advisory Group
Massachusetts
$664K +$262 +2 +0%
QP
1405
Quilter Plc
United Kingdom
$664K +$664K +669 New
HFS
1406
Heritage Financial Services
Massachusetts
$664K +$9.57K +73 +1%
PIA
1407
Powell Investment Advisors
Florida
$664K -$4.59K -35 -0.7%
IW
1408
Imprint Wealth
South Carolina
$663K +$663K +5,058 New
JFL
1409
Jarislowsky, Fraser Ltd
Quebec, Canada
$662K -$6.55K -50 -1%
BFM
1410
Boston Financial Management
Massachusetts
$661K -$160K -1,224 -20%
ATWA
1411
Arbor Trust Wealth Advisors
Michigan
$659K +$4.85K +37 +0.7%
GBT
1412
Grove Bank & Trust
Florida
$659K +$8.13K +62 +1%
HT
1413
Heritage Trust
Oklahoma
$658K
IDBONY
1414
Israel Discount Bank of New York
New York
$656K +$166K +1,267 +34%
HI
1415
Hoey Investments
Pennsylvania
$656K -$64.4K -491 -9%
JGIA
1416
Jackson Grant Investment Advisers
Connecticut
$653K +$1.57K +12 +0.2%
CA
1417
Continuum Advisory
Idaho
$650K +$10.2K +78 +2%
JF
1418
Joule Financial
Kentucky
$650K +$455K +3,472 +233%
DAM
1419
Delta Asset Management
Tennessee
$647K -$6.95K -53 -1%
DFG
1420
Delta Financial Group
New Jersey
$647K +$1.7K +13 +0.3%
SWA
1421
Sax Wealth Advisors
New Jersey
$646K +$655 +5 +0.1%
FCIM
1422
Fairview Capital Investment Management
California
$646K -$1.05K -8 -0.2%
RAG
1423
RIA Advisory Group
Iowa
$646K -$191K -1,456 -23%
PP
1424
Patten & Patten
Tennessee
$643K -$4.33K -33 -0.7%
BIC
1425
Beach Investment Counsel
Pennsylvania
$643K