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 %
BFO
1701
Biltmore Family Office
North Carolina
$420K +$1.57K +12 +0.4%
PI
1702
PGGM Investments
Netherlands
$419K +$419K +3,195 New
SG
1703
Stonnington Group
California
$419K +$28.8K +225 +7%
SCA
1704
Southern Capital Advisors
Tennessee
$419K +$91.6K +699 +28%
EFG
1705
Everhart Financial Group
Ohio
$419K -$12.6K -96 -3%
BCM
1706
Buckhead Capital Management
Georgia
$418K +$13.1K +100 +3%
CCFCSB
1707
Cape Cod Five Cents Savings Bank
Massachusetts
$416K +$46.8K +357 +13%
MWC
1708
MBM Wealth Consultants
Missouri
$416K
PWP
1709
Private Wealth Partners
California
$415K +$415K +3,168 New
DOA
1710
D'Orazio & Associates
Virginia
$415K +$46.9K +358 +13%
FUBT
1711
First United Bank & Trust
Maryland
$414K -$16.4K -125 -4%
EWA
1712
Encompass Wealth Advisors
Oregon
$414K +$786 +6 +0.2%
XS
1713
XR Securities
Illinois
$414K +$414K +3,156 New
DAM
1714
Doheny Asset Management
California
$413K +$2.62K +20 +0.6%
PTB
1715
Pioneer Trust Bank
Oregon
$413K
CC
1716
Capital Counsel
New York
$413K
KWM
1717
Kolinsky Wealth Management
New Jersey
$412K -$3.41K -26 -0.8%
TF
1718
TimeScale Financial
Massachusetts
$412K +$16.3K +124 +4%
LPT
1719
Legacy Private Trust
Wisconsin
$410K -$49.2K -375 -11%
BFAG
1720
Blackston Financial Advisory Group
Florida
$410K -$23.7K -181 -5%
CWP
1721
CFM Wealth Partners
Texas
$410K
FNBOSM
1722
First National Bank of South Miami
Florida
$409K -$7.08K -54 -2%
MFC
1723
Morris Financial Concepts
South Carolina
$408K
HIP
1724
HUB Investment Partners
Texas
$407K +$33.3K +254 +9%
RCG
1725
Rock Creek Group
District of Columbia
$406K +$133K +1,016 +49%