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 %
TWM
1451
Tradition Wealth Management
Minnesota
$617K -$9.83K -75 -2%
PP
1452
Paloma Partners
Connecticut
$615K -$1.25M -9,510 -67%
FAM
1453
Fenimore Asset Management
New York
$615K -$22.9K -175 -4%
Los Angeles Capital Management
1454
Los Angeles Capital Management
California
$611K -$23.9K -182 -4%
GWS
1455
Glassman Wealth Services
Virginia
$611K -$22.5K -172 -4%
CHJWM
1456
Carlton Hofferkamp & Jenks Wealth Management
Texas
$610K -$16.1K -132 -3%
CPIG
1457
Chicago Partners Investment Group
Illinois
$607K +$1.63K +13 +0.3%
MF
1458
Manchester Financial
California
$606K -$3.28K -25 -0.5%
AF
1459
Apexium Financial
Texas
$605K -$2.75K -21 -0.5%
CF
1460
Copperwynd Financial
Arizona
$604K +$4.2K +32 +0.7%
CSB
1461
City State Bank
Iowa
$602K -$8.66K -66 -1%
TC
1462
Truvestments Capital
Florida
$602K -$415K -3,167 -41%
LIA
1463
LS Investment Advisors
Michigan
$601K -$65.5K -500 -10%
TA
1464
TrueWealth Advisors
Alabama
$600K -$1.84K -14 -0.3%
KNW
1465
Kesler Norman & Wride
Utah
$599K -$14.7K -112 -2%
NCM
1466
NCM Capital Management
New Jersey
$597K
BWM
1467
Blossom Wealth Management
California
$596K +$75K +572 +14%
SPC
1468
Stewart & Patten Company
California
$595K -$88.5K -675 -13%
TT
1469
TI-Trust
Illinois
$593K
JSW
1470
Journey Strategic Wealth
New Jersey
$592K -$3.02K -23 -0.5%
WKWM
1471
Walter & Keenan Wealth Management
Indiana
$589K +$184K +1,400 +45%
AIC
1472
Archer Investment Corporation
Indiana
$589K -$126K -994 -18%
RPCONE
1473
Retirement Planning Company of New England
Rhode Island
$589K +$1.44K +11 +0.2%
BRM
1474
Boston Research & Management
Massachusetts
$589K
XWM
1475
Xcel Wealth Management
Florida
$588K +$68.2K +520 +13%