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
1726
Boston Family Office
Massachusetts
$404K +$43.6K +332 +12%
PTP
1727
Platform Technology Partners
New York
$404K -$1.97K -15 -0.5%
FDS
1728
First Dallas Securities
Texas
$403K
FNBSF
1729
First National Bank Sioux Falls
South Dakota
$403K
RC
1730
Reik & Co
New York
$403K
QPWM
1731
Quadrant Private Wealth Management
Pennsylvania
$402K +$95.8K +731 +31%
LWP
1732
Lumature Wealth Partners
Georgia
$401K +$9.57K +73 +2%
CEI
1733
Clark Estates Inc
New York
$400K -$57.2K -436 -12%
ANBT
1734
American National Bank & Trust
Texas
$400K +$18.5K +141 +5%
III
1735
Independent Investors Inc
New York
$400K
ML
1736
McAdam LLC
Pennsylvania
$398K +$8.52K +65 +2%
WA
1737
Wambolt & Associates
Colorado
$398K -$21.1K -160 -5%
S
1738
SimplyRich
California
$398K
RZH
1739
Relyea Zuckerberg Hanson
Connecticut
$397K -$173K -1,317 -30%
LSIA
1740
LaSalle St. Investment Advisors
Illinois
$397K +$55.2K +422 +16%
SIG
1741
Sky Investment Group
Connecticut
$396K +$6.29K +48 +2%
CWC
1742
Carolinas Wealth Consulting
North Carolina
$395K +$463 +12 +0.1%
WP
1743
WealthPLAN Partners
Nebraska
$393K -$197K -1,505 -33%
ACM
1744
Allred Capital Management
Texas
$393K +$1.84K +14 +0.5%
LW
1745
Libra Wealth
California
$392K
NWA
1746
Navis Wealth Advisors
New York
$392K +$5.24K +40 +1%
AC
1747
Avestar Capital
New York
$392K -$47.3K -361 -11%
IAS
1748
Investment Advisory Services
Texas
$391K -$6.69K -51 -2%
OTPPB
1749
Ontario Teachers' Pension Plan Board
Ontario, Canada
$391K +$391K +2,980 New
MHWM
1750
Montz Harcus Wealth Management
Louisiana
$390K +$3.8K +29 +1%