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 %
BIP
1776
Blueprint Investment Partners
North Carolina
$380K -$1.61M -12,247 -81%
AWM
1777
Aberdeen Wealth Management
Illinois
$378K
JC
1778
JB Capital
Connecticut
$377K +$2.1K +16 +0.6%
FPCG
1779
Fort Pitt Capital Group
Pennsylvania
$375K -$98.8K -754 -21%
FPFS
1780
First Personal Financial Services
North Carolina
$375K -$8.78K -67 -2%
APG
1781
Abacus Planning Group
South Carolina
$375K
BWAM
1782
Boyd Watterson Asset Management
Ohio
$375K -$51.6K -394 -12%
KS
1783
Karpas Strategies
Connecticut
$374K +$656 +5 +0.2%
AAG
1784
Armstrong Advisory Group
Massachusetts
$374K +$1.44K +11 +0.4%
CD
1785
Chapin Davis
Maryland
$374K +$136K +1,040 +57%
ST
1786
Sabal Trust
Florida
$374K -$28.1K -214 -7%
SSWM
1787
Strait & Sound Wealth Management
California
$374K +$15.1K +115 +4%
ACP
1788
Aveo Capital Partners
Colorado
$373K +$22.5K +172 +6%
6F
1789
626 Financial
Michigan
$373K
PFBT
1790
Parkside Financial Bank & Trust
Missouri
$372K -$29.8K -227 -7%
OHWA
1791
Oak Hill Wealth Advisors
Virginia
$372K -$82.2K -627 -18%
MWM
1792
Mascoma Wealth Management
New Hampshire
$372K +$6.45K +51 +2%
CWM
1793
Chesapeake Wealth Management
Virginia
$372K -$22.3K -170 -6%
GD
1794
Grandfield & Dodd
New York
$371K -$33.3K -254 -8%
JSL
1795
JT Stratford LLC
Georgia
$371K +$54.5K +416 +17%
SMA
1796
Sage Mountain Advisors
Georgia
$371K +$371K +2,831 New
BIA
1797
Benchmark Investment Advisors
Illinois
$370K -$38.9K -297 -10%
FIM
1798
Fruth Investment Management
Texas
$369K
NAG
1799
Northstar Advisory Group
New Jersey
$366K -$20.7K -158 -5%
IGWM
1800
ICA Group Wealth Management
Colorado
$364K +$47.6K +363 +15%