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 %
SRIM
1976
Saratoga Research & Investment Management
California
$274K
IAG
1977
Investment Advisory Group
Massachusetts
$273K
CPSAC
1978
Chas P. Smith & Associates (CPS)
Florida
$273K +$9.85K +75 +4%
FAM
1979
Flaharty Asset Management
Florida
$273K
MWM
1980
Marietta Wealth Management
Georgia
$272K
FFA
1981
Fragasso Financial Advisors
Pennsylvania
$271K +$6.55K +50 +2%
AIP
1982
Almanack Investment Partners
Pennsylvania
$271K
RCI
1983
RS Crum Inc
California
$270K
SAMT
1984
Select Asset Management & Trust
Pennsylvania
$270K +$270K +2,063 New
VCP
1985
Vista Capital Partners
Oregon
$270K +$656 +5 +0.2%
FA
1986
Faithward Advisors
Pennsylvania
$270K +$43.2K +357 +19%
CCC
1987
Chelsea Counsel Company
California
$269K
SEP
1988
Southland Equity Partners
Missouri
$269K +$3.67K +28 +1%
VAG
1989
VisionPoint Advisory Group
Texas
$269K +$7.6K +62 +3%
NC
1990
NinePointTwo Capital
California
$268K +$268K +2,048 New
WCFA
1991
Walkner Condon Financial Advisors
Wisconsin
$268K +$5.51K +42 +2%
PA
1992
Procyon Advisors
Connecticut
$268K +$54.9K +419 +26%
SAI
1993
Systematic Alpha Investments
New Jersey
$267K
VCWA
1994
Vanguard Capital Wealth Advisors
Colorado
$267K +$1.57K +12 +0.6%
BAM
1995
BOS Asset Management
Illinois
$265K
CBT
1996
Central Bank & Trust
Kentucky
$264K -$57.9K -442 -18%
FVWA
1997
Foster Victor Wealth Advisors
South Carolina
$264K
EIA
1998
Eldridge Investment Advisors
New Hampshire
$263K +$131 +1 +0%
NRI
1999
NFP Retirement Inc
California
$262K +$262 +2 +0.1%
EA
2000
Ergawealth Advisors
Illinois
$262K