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 %
SWP
1476
Summit Wealth Partners
Florida
$588K +$200K +1,524 +51%
SOS
1477
Silver Oak Securities
Tennessee
$588K -$14K -107 -2%
LWM
1478
Liberty Wealth Management
California
$588K +$588K +4,484 New
FGA
1479
Fortis Group Advisors
New Jersey
$585K +$585K +4,625 New
SFG
1480
SNS Financial Group
Minnesota
$584K -$2.88K -22 -0.5%
TFS
1481
Thoroughbred Financial Services
Tennessee
$583K -$25.4K -194 -4%
REMPR
1482
Roof Eidam Maycock Peralta (REMP)
California
$582K
EA
1483
Emerald Advisors
Washington
$581K -$22.3K -170 -4%
CCMG
1484
Clark Capital Management Group
Pennsylvania
$578K -$163K -1,242 -22%
PFM
1485
Parsec Financial Management
North Carolina
$576K -$51.6K -394 -8%
MPCG
1486
Matrix Private Capital Group
New York
$576K +$1.84K +14 +0.3%
PMFA
1487
Plante Moran Financial Advisors
Michigan
$573K -$68.4K -522 -11%
AWA
1488
Amplius Wealth Advisors
Pennsylvania
$573K -$16.9K -129 -3%
PS
1489
Planned Solutions
California
$572K
LCGC
1490
Legacy Capital Group California
California
$572K +$572K +4,360 New
WDG
1491
Wealth Dimensions Group
Ohio
$571K +$91K +694 +19%
BONH
1492
Bank of New Hampshire
New Hampshire
$569K -$23.5K -179 -4%
CHC
1493
City Holding Co
West Virginia
$568K +$62.5K +477 +12%
AA
1494
Addison Advisors
Vermont
$564K +$16.4K +125 +3%
GSEP
1495
Golden State Equity Partners
California
$563K +$563K +4,292 New
SQA
1496
Simon Quick Advisors
New Jersey
$562K +$72.1K +550 +15%
HCM
1497
Hengehold Capital Management
Ohio
$561K +$3.41K +26 +0.6%
LFA
1498
Lauterbach Financial Advisors
Texas
$560K
HI
1499
Human Investing
Oregon
$559K -$130K -995 -19%
DDC
1500
DF Dent & Co
Maryland
$559K -$111K -845 -17%