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 %
ITIM
1651
Indiana Trust & Investment Management
Indiana
$451K -$2.23K -17 -0.5%
AA
1652
Argent Advisors
Louisiana
$449K
NCM
1653
New Capital Management
Texas
$449K
PA
1654
Planning Alternatives
Michigan
$449K +$72.8K +555 +19%
KTA
1655
Keeley-Teton Advisors
Illinois
$449K -$22.3K -170 -5%
BFG
1656
Baron Financial Group
New Jersey
$448K +$6.03K +46 +1%
AWS
1657
Arkfeld Wealth Strategies
Nebraska
$446K +$28K +215 +7%
SMH
1658
Sanders Morris Harris
Texas
$446K +$446K +3,400 New
WLPWM
1659
Walled Lake Planning & Wealth Management
Illinois
$446K +$446K +3,399 New
GPA
1660
Garrison Point Advisors
California
$445K
AIM
1661
Aspen Investment Management
Michigan
$445K +$655 +5 +0.1%
OW
1662
Olistico Wealth
Oklahoma
$444K +$36.1K +275 +9%
GA
1663
Geller Advisors
New York
$444K +$84.3K +643 +23%
WA1
1664
Wimmer Associates 1
California
$444K -$20.4K -165 -4%
MS
1665
Maven Securities
Jersey
$444K -$3.18M -24,265 -88%
IAS
1666
Insigneo Advisory Services
Florida
$444K +$15.7K +120 +4%
ICP
1667
Interchange Capital Partners
Pennsylvania
$443K +$443K +3,377 New
AC
1668
Abbrea Capital
California
$442K
TIA
1669
Traphagen Investment Advisors
New Jersey
$442K +$33.8K +258 +8%
BCFD
1670
Boit C.F. David
$442K
SCA
1671
SMH Capital Advisors
Texas
$441K -$35.4K -280 -7%
MTC
1672
McDaniel Terry & Co
Texas
$441K
W
1673
Wealthquest
Ohio
$439K
QC
1674
Quent Capital
New York
$438K -$30K -229 -6%
GLLW
1675
Graves Light Lenhart Wealth
Virginia
$436K +$262 +2 +0.1%