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 %
LAM
1926
L2 Asset Management
Massachusetts
$296K -$455K -3,470 -61%
PAM
1927
Peak Asset Management
Colorado
$296K +$131 +1 +0%
FCA
1928
FinTrust Capital Advisors
South Carolina
$296K
FL
1929
Fort LP
Maryland
$295K -$117K -895 -28%
DG
1930
DMC Group
Alabama
$295K +$7.92K +60 +3%
GSIAS
1931
Garden State Investment Advisory Services
New Jersey
$295K -$24.4K -186 -8%
BAMG
1932
Brand Asset Management Group
Missouri
$294K
EBA
1933
Eagle Bay Advisors
New York
$293K -$29.1K -222 -9%
CWM
1934
Castle Wealth Management
Florida
$293K +$54.5K +416 +23%
T
1935
TCWP
Ohio
$292K +$5.38K +41 +2%
LCM
1936
Leisure Capital Management
California
$292K -$131 -1 -0%
CA
1937
Cambridge Advisors
Nebraska
$292K +$20.3K +155 +7%
ARC
1938
Advisor Resource Council
Texas
$291K +$291K +2,234 New
T
1939
TRUADVICE
Florida
$291K +$291K +2,301 New
LC
1940
Lindbrook Capital
California
$290K -$74.1K -565 -20%
PWAG
1941
Polaris Wealth Advisory Group
California
$289K -$4.85K -37 -2%
FBFS
1942
First Business Financial Services
Wisconsin
$287K +$1.57K +12 +0.6%
JFGIW
1943
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K +$69.9K +533 +32%
HFP
1944
Holistic Financial Partners
Indiana
$287K +$10.9K +83 +4%
GM
1945
GeoWealth Management
Illinois
$286K +$35.6K +271 +14%
SFP
1946
Sterling Financial Planning
New Jersey
$285K
NFG
1947
Nadler Financial Group
Illinois
$285K +$13.1K +100 +5%
E
1948
ETFidea
New York
$284K
MPI
1949
Mairs & Power Inc
Minnesota
$283K -$36.7K -280 -11%
BCB
1950
Brian C. Broderick
$283K