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 %
BB
1551
Berkshire Bank
Massachusetts
$520K
CCB
1552
Cutter & Co Brokerage
Missouri
$520K -$17.6K -134 -3%
TL
1553
Tradewinds LLC
North Carolina
$519K +$519K +3,961 New
WAG
1554
Wallace Advisory Group
California
$519K +$6.82K +52 +1%
GL
1555
Graypoint LLC
New York
$518K -$146K -1,113 -22%
FNC
1556
First National Corp
Massachusetts
$517K -$5.11K -39 -1%
SFG
1557
StrategIQ Financial Group
Indiana
$517K +$2.62K +20 +0.5%
WB
1558
West Bancorporation
Iowa
$516K -$3.67K -28 -0.7%
IA
1559
Insight Advisors
Pennsylvania
$516K -$25.8K -197 -5%
HPG
1560
Harvest Portfolios Group
Ontario, Canada
$516K +$40.5K +309 +9%
SFG
1561
Sovereign Financial Group
Connecticut
$516K +$3.02K +23 +0.6%
CA
1562
Cornerstone Advisory
Maryland
$514K -$174K -1,324 -25%
NF
1563
Norwood Financial
Pennsylvania
$513K
SW
1564
SlateStone Wealth
Florida
$513K +$175K +1,337 +52%
MLA
1565
MB, Levis & Associates
Pennsylvania
$513K +$17.8K +136 +4%
FMLI
1566
Fukoku Mutual Life Insurance
Japan
$510K -$34.5K -263 -6%
LFA
1567
LifeGuide Financial Advisors
Pennsylvania
$508K +$43.4K +331 +9%
CGA
1568
Crescent Grove Advisors
Illinois
$508K +$101K +770 +25%
CPC
1569
Congress Park Capital
New York
$506K -$125K -950 -20%
NHT
1570
New Hampshire Trust
New Hampshire
$506K
PAS
1571
Professional Advisory Services
Florida
$506K
FFP
1572
FourThought Financial Partners
Florida
$506K -$63.1K -481 -11%
NFC
1573
Northeast Financial Consultants
Connecticut
$505K +$655 +5 +0.1%
RFP
1574
Roth Financial Partners
Texas
$505K
EGA
1575
E&G Advisors
Texas
$505K