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 %
ACI
1576
Alpha Cubed Investments
California
$504K -$571K -4,356 -53%
MIM
1577
MTM Investment Management
South Carolina
$503K -$2.75K -21 -0.5%
MGAM
1578
McGowan Group Asset Management
Texas
$503K +$238K +1,816 +90%
FSA
1579
Financial Sense Advisors
California
$502K -$76.6K -584 -13%
WP
1580
WMS Partners
Maryland
$502K -$9.83K -75 -2%
FMTC
1581
Farmers & Merchants Trust Company
California
$501K +$11.4K +87 +2%
RIM
1582
Reliant Investment Management
Tennessee
$498K
Harris Associates
1583
Harris Associates
Illinois
$498K +$498K +3,800 New
BBP
1584
Banco BTG Pactual
Brazil
$498K +$498K +4,027 New
WP
1585
WealthSource Partners
California
$498K -$68.6K -523 -12%
ZB
1586
Zions Bancorporation
Utah
$497K -$46.1K -352 -8%
EHC
1587
Everett Harris & Co
California
$497K +$60.3K +460 +14%
EHWM
1588
Eads & Heald Wealth Management
Georgia
$497K -$22.7K -173 -4%
FIBT
1589
First International Bank & Trust
North Dakota
$496K +$23.2K +177 +5%
FCM
1590
Firestone Capital Management
Florida
$496K -$262K -2,000 -35%
TVAMP
1591
Tennessee Valley Asset Management Partners
Tennessee
$494K +$524 +4 +0.1%
MSS
1592
Mitchell Sinkler & Starr
Pennsylvania
$494K -$158K -1,205 -24%
GSB
1593
Greenfield Savings Bank
Massachusetts
$494K -$13K -99 -3%
WA
1594
WBH Advisory
Maryland
$492K +$492K +3,753 New
TNAM
1595
Terra Nova Asset Management
New York
$492K -$27.1K -207 -5%
OSNBOA
1596
Old Second National Bank of Aurora
Illinois
$492K -$26.2K -200 -5%
WA
1597
Wealth Architects
California
$490K -$655 -5 -0.1%
TW
1598
TrinityPoint Wealth
Connecticut
$490K +$3.02K +23 +0.6%
FAG
1599
Fortitude Advisory Group
Washington
$489K +$2.88K +22 +0.6%
TLP
1600
Trinity Legacy Partners
Texas
$488K