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 %
SSWM
1626
Smith Salley Wealth Management
North Carolina
$469K +$164K +1,253 +54%
HKAM
1627
Horizon Kinetics Asset Management
New York
$469K +$10.5K +80 +2%
HFRG
1628
Houlihan Financial Resource Group
Virginia
$469K +$524 +4 +0.1%
FBT
1629
First Bankers Trust
Kentucky
$468K -$6.55K -50 -1%
OFS
1630
Oldfather Financial Services
Nebraska
$468K +$262K +2,000 +128%
FCB
1631
First Command Bank
Texas
$467K +$15.9K +121 +4%
FCFS
1632
First Command Financial Services
Texas
$467K +$15.9K +121 +4%
GI
1633
GS Investments
Minnesota
$465K
JE
1634
JMAC Enterprises
Pennsylvania
$464K +$57.9K +442 +14%
WC
1635
Whitney & Co
New York
$463K -$11.1K -85 -2%
DAM
1636
Derbend Asset Management
Georgia
$463K -$216K -1,645 -32%
SWIM
1637
Smallwood Wealth Investment Management
New Jersey
$463K +$524 +4 +0.1%
LC
1638
LCNB Corp
Ohio
$463K +$32.8K +250 +8%
CAAM
1639
Cornerstone Advisors Asset Management
Pennsylvania
$462K
MTIC
1640
Missouri Trust & Investment Company
Missouri
$462K +$32.8K +250 +8%
WFA
1641
WMG Financial Advisors
Tennessee
$460K +$14.1K +105 +3%
EARNEST Partners
1642
EARNEST Partners
Georgia
$459K
State Farm Mutual Automobile Insurance
1643
State Farm Mutual Automobile Insurance
Illinois
$459K
SLT
1644
St Louis Trust
Missouri
$459K
CT
1645
Colonial Trust
South Carolina
$456K +$43.3K +330 +10%
CPA
1646
Court Place Advisors
Maryland
$454K -$39.3K -300 -8%
VCM
1647
Virtue Capital Management
Tennessee
$454K -$80.8K -642 -15%
BFG
1648
Bouchey Financial Group
New York
$452K
SW
1649
SMART Wealth
Nebraska
$452K +$2.62K +20 +0.6%
LFG
1650
Larson Financial Group
Missouri
$452K -$158K -1,206 -26%