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 %
CCA
1951
Catalyst Capital Advisors
New York
$283K
TCM
1952
Teza Capital Management
Illinois
$282K +$282K +2,155 New
PIM
1953
Progressive Investment Management
Oregon
$282K -$25.6K -195 -8%
FM
1954
Family Management
New York
$282K
MCWS
1955
McKinley Carter Wealth Services
West Virginia
$282K +$2.23K +17 +0.8%
PWA
1956
Phoenix Wealth Advisors
North Carolina
$281K +$6.55K +50 +2%
DMKJ
1957
David M. Knott Jr
$281K +$281K +2,142 New
Cohen & Steers
1958
Cohen & Steers
New York
$280K
I2I
1959
Insight 2811 Inc
Illinois
$280K
EIP
1960
Ellis Investment Partners
Pennsylvania
$280K +$3.41K +26 +1%
RTC
1961
Riverview Trust Company
Washington
$278K
GFL
1962
Granite FO LLC
New Hampshire
$278K +$278K +2,200 New
RWM
1963
Revisor Wealth Management
Ohio
$277K +$277K +2,112 New
SPW
1964
Sonoma Private Wealth
California
$277K -$70.9K -541 -20%
SL
1965
Salomon & Ludwin
Virginia
$277K
AWM
1966
AllSquare Wealth Management
New York
$277K
PWMG
1967
Provence Wealth Management Group
California
$276K +$82.8K +632 +43%
UCB
1968
United Community Bank
South Carolina
$276K
CT
1969
Coastline Trust
Rhode Island
$276K -$13.1K -100 -5%
GDP
1970
Great Diamond Partners
Maine
$276K +$32.1K +245 +13%
PGAM
1971
Princeton Global Asset Management
New Jersey
$276K +$786 +6 +0.3%
HFAS
1972
Hummer Financial Advisory Services
Illinois
$275K -$6.56K -50 -2%
KFI
1973
Key Financial Inc
Pennsylvania
$274K +$8.65K +66 +3%
BBW
1974
Blue Barn Wealth
Utah
$274K -$94.8K -723 -26%
NP
1975
Nilsine Partners
Colorado
$274K +$274K +2,088 New