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 %
AAS
1501
Annex Advisory Services
Wisconsin
$558K -$5.64K -43 -1%
BDFN
1502
Bond & Devick Financial Network
Minnesota
$555K
IP
1503
Intellectus Partners
California
$554K +$554K +4,225 New
BFC
1504
Bedel Financial Consulting
Indiana
$553K -$5.9K -45 -1%
SWMP
1505
Signature Wealth Management Partners
New Jersey
$552K
IFWM
1506
Institute for Wealth Management
Colorado
$552K -$18.9K -144 -3%
CWM
1507
Campbell Wealth Management
Virginia
$552K -$10.1K -77 -2%
PMG
1508
ProVise Management Group
Florida
$551K +$189K +1,445 +52%
QCG
1509
Quadrant Capital Group
Ohio
$551K -$299K -2,284 -35%
IPW
1510
Invictus Private Wealth
Colorado
$551K -$11.8K -90 -2%
PM
1511
Penbrook Management
New York
$551K
CRWM
1512
Castle Rock Wealth Management
California
$551K -$28.7K -237 -5%
AIA
1513
Armor Investment Advisors
North Carolina
$550K -$5.64K -43 -1%
FFA
1514
Founders Financial Alliance
North Carolina
$548K -$282K -2,165 -34%
PIA
1515
Perennial Investment Advisors
California
$548K +$3.67K +28 +0.7%
HWA
1516
Heritage Wealth Advisors
Virginia
$548K +$1.05K +8 +0.2%
MC
1517
Machina Capital
France
$548K +$548K +4,180 New
GAG
1518
GM Advisory Group
New York
$547K +$34.3K +262 +7%
ORAM
1519
One River Asset Management
Connecticut
$545K +$545K +4,211 New
PSB
1520
Piscataqua Savings Bank
New Hampshire
$543K -$70K -534 -11%
PCMC
1521
Private Capital Management (Colorado)
Colorado
$543K +$297K +2,269 +121%
MIM
1522
Morningstar Investment Management
Illinois
$542K +$57.4K +438 +12%
YIA
1523
YHB Investment Advisors
Connecticut
$541K +$54.7K +417 +11%
CCM
1524
Carlson Capital Management
Minnesota
$541K +$11.7K +89 +2%
BC
1525
Brookfield Corp
Ontario, Canada
$536K +$536K +4,089 New