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 %
DIA
1601
Dana Investment Advisors
Wisconsin
$488K -$47.8K -365 -9%
CAM
1602
Cidel Asset Management
Ontario, Canada
$487K
AA
1603
Advisory Alpha
Michigan
$487K -$16K -122 -3%
ESCM
1604
Echo Street Capital Management
New York
$486K +$133K +1,013 +38%
HTHT
1605
Hemenway Trust Hemenway Trust
New Hampshire
$485K +$46K +351 +10%
WQ
1606
Wealth Quarterback
New Jersey
$485K +$5.38K +41 +1%
MPIA
1607
Mountain Pacific Investment Advisers
Idaho
$483K -$13.1K -100 -3%
PPWM
1608
Paragon Private Wealth Management
Kentucky
$483K +$137K +1,045 +40%
CCM
1609
Cullen Capital Management
New York
$482K
FBB
1610
Fulton Breakefield Broenniman
Maryland
$482K +$34.9K +266 +8%
CFS
1611
CRA Financial Services
New Jersey
$481K -$1.57K -12 -0.3%
MCM
1612
MV Capital Management
Maryland
$480K +$4.85K +37 +1%
SSW
1613
Smith Shellnut Wilson
Mississippi
$480K
HCMT
1614
Highland Capital Management (Tennessee)
Tennessee
$476K -$230K -1,754 -33%
CIA
1615
Cohen Investment Advisors
New Hampshire
$476K +$16.6K +127 +4%
LFA
1616
Landmark Financial Advisors
Kentucky
$475K +$50.9K +388 +12%
CPP
1617
Capasso Planning Partners
South Carolina
$475K -$7.08K -54 -1%
HCM
1618
Hutchinson Capital Management
California
$474K +$1.18K +9 +0.2%
CAL
1619
Capital Advisors Ltd
Ohio
$474K -$31.1K -237 -6%
WW
1620
Westshore Wealth
California
$473K +$40.5K +309 +9%
VA
1621
Valmark Advisers
Ohio
$472K +$63.6K +485 +16%
Financial Engines Advisors
1622
Financial Engines Advisors
California
$472K +$30.4K +232 +7%
SXL
1623
Summit X LLC
Missouri
$470K -$203K -1,551 -30%
NPF
1624
Norris Perne & French
Michigan
$470K -$37.4K -285 -7%
FPCP
1625
Fort Point Capital Partners
California
$470K +$109K +834 +30%