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 %
SOAMC
1826
Spirit of America Management Corp
New York
$350K
BOH
1827
Bank of Hawaii
Hawaii
$350K -$23.1K -176 -6%
WIM
1828
Warwick Investment Management
Texas
$347K +$262 +2 +0.1%
KIG
1829
Kowal Investment Group
Wisconsin
$346K +$119K +906 +52%
BONST
1830
Bank of Nova Scotia Trust
Ontario, Canada
$346K -$15.7K -120 -4%
AIP
1831
ARS Investment Partners
New York
$346K -$13.1K -100 -4%
Fiera Capital (Canada)
1832
Fiera Capital (Canada)
Quebec, Canada
$344K -$39.3K -300 -10%
SS
1833
Sunbelt Securities
Texas
$343K +$64.1K +496 +23%
GCA
1834
Genesee Capital Advisors
New York
$343K
AIM
1835
Acropolis Investment Management
Missouri
$342K +$13.8K +105 +4%
RWB
1836
RMR Wealth Builders
New Jersey
$340K -$116K -888 -26%
CFFP
1837
Center for Financial Planning
Michigan
$340K
CCG
1838
Chatham Capital Group
Georgia
$340K
TAM
1839
Trillium Asset Management
Massachusetts
$339K
EWP
1840
Engrave Wealth Partners
Texas
$339K -$5.04K -40 -1%
RCM
1841
RB Capital Management
Nevada
$339K +$5.64K +43 +2%
SFP
1842
Sweet Financial Partners
Minnesota
$338K
LA
1843
Lakeside Advisors
Washington
$338K +$18.4K +140 +6%
WP
1844
WealthShield Partners
North Carolina
$337K +$6.29K +48 +2%
JWBC
1845
J.W. Burns & Co
New York
$337K -$1.44K -11 -0.4%
MIA
1846
MainStreet Investment Advisors
Illinois
$336K +$97K +740 +41%
CS
1847
Cannell & Spears
New York
$336K
IFAM
1848
Institutional & Family Asset Management
Colorado
$335K +$3.15K +24 +0.9%
UAML
1849
US Asset Management LLC
Pennsylvania
$335K -$1.71K -13 -0.5%
BIA
1850
Bigelow Investment Advisors
Maine
$334K