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 %
TWM
2001
Triton Wealth Management
Arizona
$262K
RWM
2002
Rench Wealth Management
Texas
$262K +$9.31K +71 +4%
HP
2003
Hyperion Partners
Pennsylvania
$261K +$524 +4 +0.2%
GEA
2004
Glen Eagle Advisors
New Jersey
$260K
CFA
2005
Compass Financial Advisors
Indiana
$259K -$3.41K -26 -1%
AWS
2006
AJ Wealth Strategies
New York
$259K +$656 +5 +0.3%
PP
2007
PFS Partners
New Jersey
$258K +$1.97K +15 +0.8%
CFP
2008
Catalyst Financial Partners
Massachusetts
$258K +$26.1K +199 +11%
CBOR
2009
Community Bank of Raymore
Missouri
$257K
GFP
2010
Gryphon Financial Partners
Ohio
$257K -$6.16K -47 -2%
TFA
2011
Triad Financial Advisors
North Carolina
$256K -$12.3K -94 -5%
CWM
2012
Calamos Wealth Management
Illinois
$256K +$1.18K +9 +0.5%
FWM
2013
Finer Wealth Management
Massachusetts
$256K +$256K +1,950 New
PCA
2014
Pallas Capital Advisors
Massachusetts
$255K -$5.77K -46 -2%
WMA
2015
West Michigan Advisors
Michigan
$253K +$16.3K +124 +7%
FA
2016
Fagan Associates
New York
$252K -$805K -6,139 -76%
BO
2017
Bank OZK
Arkansas
$252K -$2.36K -18 -0.9%
MHR
2018
Matthew Hamilton Rosenberg
$252K -$23.5K -179 -9%
VFA
2019
Voya Financial Advisors
Connecticut
$252K +$8.01K +62 +3%
BWA
2020
Blodgett Wealth Advisors
California
$251K
BFG
2021
Barber Financial Group
Kansas
$251K -$22K -168 -8%
NQWM
2022
Northwest Quadrant Wealth Management
Oregon
$251K +$1.05K +8 +0.4%
WC
2023
Woodstock Corp
Massachusetts
$251K -$16.4K -125 -6%
AFAS
2024
Acorn Financial Advisory Services
Virginia
$251K +$9.04K +69 +4%
RDWM
2025
Red Door Wealth Management
Tennessee
$251K +$9.7K +74 +4%