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 %
BWM
1801
BerganKDV Wealth Management
Minnesota
$364K -$158K -1,206 -30%
VWA
1802
Visionary Wealth Advisors
Illinois
$363K -$19.1K -146 -5%
HCMG
1803
Howard Capital Management Group
California
$362K +$119K +910 +49%
HC
1804
Hamilton Capital
Ohio
$362K -$9.05K -69 -2%
OIA
1805
Optimum Investment Advisors
Illinois
$361K +$21.2K +162 +6%
BLC
1806
Brown, Lisle/Cummings
Rhode Island
$360K
CIM
1807
Contravisory Investment Management
Massachusetts
$360K +$2.75K +21 +0.8%
WCG
1808
Weaver Consulting Group
California
$359K -$72.1K -550 -17%
ACM
1809
Advance Capital Management
Michigan
$357K
PRWA
1810
Platte River Wealth Advisors
Colorado
$357K
IAS
1811
IMA Advisory Services
Colorado
$357K
AA
1812
Aire Advisors
California
$356K -$12.9K -98 -3%
SIM
1813
Stratos Investment Management
Ohio
$356K -$1.23M -9,399 -78%
IF
1814
Intrua Financial
Texas
$356K +$12.3K +100 +4%
PFGIA
1815
Patriot Financial Group Insurance Agency
Massachusetts
$355K +$165K +1,257 +87%
VCG
1816
Vantage Consulting Group
Virginia
$354K +$48.9K +373 +16%
SA
1817
Syntax Advisors
New York
$354K +$48.9K +373 +16%
KIG
1818
Kennedy Investment Group
New Jersey
$354K -$6.16K -47 -2%
Eagle Capital Management (New York)
1819
Eagle Capital Management (New York)
New York
$354K
PCA
1820
Prosperity Capital Advisors
Ohio
$353K +$655 +5 +0.2%
FWA
1821
Freedom Wealth Alliance
Wisconsin
$352K +$23.1K +176 +7%
TWM
1822
TriaGen Wealth Management
California
$352K
GSC
1823
Grey Street Capital
Illinois
$351K +$351K +2,675 New
GA
1824
GraniteShares Advisors
New York
$350K +$350K +2,669 New
KWM
1825
KFG Wealth Management
Indiana
$350K -$103K -808 -23%