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 %
AP
1426
Atwood & Palmer
Missouri
$642K
HVM
1427
Harvest Volatility Management
Connecticut
$642K -$109K -842 -14%
CAI
1428
Capital Advisors Inc
Oklahoma
$641K -$110K -840 -15%
PJSIMP
1429
P.J. Schmidt Investment Management (PJS)
Wisconsin
$640K +$38.6K +304 +6%
WPC
1430
Wedmont Private Capital
Pennsylvania
$640K -$176K -1,346 -22%
ICA
1431
Infrastructure Capital Advisors
New York
$640K +$273K +2,079 +74%
ACM
1432
Ashford Capital Management
Delaware
$639K -$524K -4,000 -45%
NW
1433
Naviter Wealth
Arkansas
$638K +$96.9K +739 +18%
TC
1434
Telemus Capital
Michigan
$636K +$33.8K +258 +6%
SWM
1435
Sugarloaf Wealth Management
Georgia
$634K -$32.5K -248 -5%
AWP
1436
Abacus Wealth Partners
California
$633K +$435K +3,522 +220%
STA
1437
Summit Trail Advisors
New York
$632K +$150K +1,143 +31%
FMB
1438
Field & Main Bank
Kentucky
$630K -$1.44K -11 -0.2%
OA
1439
Operose Advisors
Wisconsin
$630K
CIA
1440
Choate Investment Advisors
Massachusetts
$629K +$15.6K +119 +3%
HPM
1441
Hoxton Planning & Management
West Virginia
$628K -$40.8K -311 -6%
SIA
1442
Schechter Investment Advisors
Michigan
$625K -$487K -3,712 -44%
DIM
1443
Delta Investment Management
California
$625K -$32K -244 -5%
OPCM
1444
Osborne Partners Capital Management
California
$623K -$7.34K -56 -1%
CFA
1445
Capstone Financial Advisors
Illinois
$623K -$51.5K -393 -8%
PC
1446
Port Capital
Illinois
$622K -$27.4K -209 -4%
TIMH
1447
Tilt Investment Management Holdings
New York
$621K +$79.1K +612 +15%
OIM
1448
Oder Investment Management
California
$619K +$10.8K +82 +2%
SRSA
1449
S.R. Schill & Associates
Washington
$619K -$245K -1,868 -28%
CBC
1450
Coombe, Bender & Co
New York
$619K +$1.23K +10 +0.2%