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 %
KFS
1526
Kurt F. Somerville
$536K -$13.1K -100 -2%
FA
1527
FDx Advisors
Illinois
$535K
DGAM
1528
Desjardins Global Asset Management
Quebec, Canada
$535K +$535K +4,082 New
TCM
1529
Telos Capital Management
California
$535K -$39.5K -301 -7%
GG
1530
Greenwood Gearhart
Arkansas
$533K -$1.57K -12 -0.3%
BTW
1531
Boston Trust Walden
Massachusetts
$533K -$92.7K -707 -15%
MCM
1532
Magnolia Capital Management
New York
$532K
LI
1533
Lafayette Investments
Maryland
$532K
HCM
1534
Highlander Capital Management
New Jersey
$531K -$88.5K -675 -14%
TYCC
1535
Texas Yale Capital Corp
Florida
$531K
SAM
1536
SignalPoint Asset Management
Missouri
$530K -$12.8K -98 -2%
HNWAG
1537
High Net Worth Advisory Group
Florida
$529K
EWS
1538
Evergreen Wealth Solutions
Pennsylvania
$528K -$22.5K -172 -4%
DTC
1539
Davidson Trust Company
Washington
$528K
PP
1540
PDS Planning
Ohio
$527K +$93.2K +711 +21%
EWM
1541
Empirical Wealth Management
Washington
$527K -$73.4K -560 -12%
ONST
1542
Old North State Trust
North Carolina
$527K -$365K -2,782 -41%
RIA
1543
Retirement Investment Advisors
Oklahoma
$527K +$250K +1,910 +91%
EWM
1544
Endurance Wealth Management
Rhode Island
$526K -$1.83K -14 -0.3%
CHA
1545
Carmichael Hill & Associates
Maryland
$525K +$33K +252 +7%
EFSCE
1546
Enterprise Financial Services Corp (EFSC)
Missouri
$522K -$12.6K -96 -2%
MA
1547
Mezzasalma Advisors
New Jersey
$522K
CWA
1548
CJM Wealth Advisers
Virginia
$522K +$1.7K +13 +0.3%
OCM
1549
Orion Capital Management
California
$522K +$346K +2,640 +197%
GI
1550
Gradient Investments
Minnesota
$521K +$79.6K +607 +18%