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 %
SAA
2026
Southeast Asset Advisors
Georgia
$250K -$52.4K -400 -17%
JAG
2027
Journey Advisory Group
Kentucky
$250K -$18.6K -142 -7%
EFG
2028
Ethos Financial Group
Pennsylvania
$250K +$131 +1 +0.1%
WAL
2029
W Advisors LLC
Tennessee
$249K +$22.9K +175 +10%
FOA
2030
Five Oceans Advisors
California
$249K -$17.2K -131 -6%
LB
2031
Legacy Bridge
Iowa
$248K +$37.4K +285 +18%
GKWIM
2032
Gerber Kawasaki Wealth & Investment Management
California
$248K -$262 -2 -0.1%
CIA
2033
Cape Investment Advisory
Georgia
$248K +$248K +1,891 New
WI
2034
WrapManager Inc
California
$247K +$1.44K +11 +0.6%
SSC
2035
Syverson Strege & Co
Iowa
$247K +$1.71K +13 +0.7%
HSWM
2036
Hubbell Strickland Wealth Management
Louisiana
$247K
SMWM
2037
Silvia McColl Wealth Management
California
$247K
WI
2038
Wintrust Investments
Illinois
$247K -$38.3K -292 -13%
AWM
2039
Ameliora Wealth Management
Switzerland
$247K -$1.49M -11,361 -86%
BWM
2040
Birchcreek Wealth Management
Ohio
$247K -$83.1K -634 -25%
CAWM
2041
Capital Advisors Wealth Management
Washington
$247K -$10.2K -78 -4%
B
2042
Bridgeworth
Alabama
$247K -$30.1K -230 -11%
AWA
2043
Authentikos Wealth Advisory
California
$247K +$247K +1,751 New
CTA
2044
Colonial Trust Advisors
South Carolina
$246K +$13.2K +101 +6%
BWA
2045
BlueSky Wealth Advisors
North Carolina
$246K +$2.75K +21 +1%
AC
2046
ASB Consultores
Florida
$246K
MRCM
2047
M&R Capital Management
New Jersey
$246K +$68.8K +525 +39%
GWAM
2048
Guardian Wealth Advisors (Minnesota)
Minnesota
$245K +$245K +1,867 New
WFA
2049
Wade Financial Advisory
California
$245K
RRC
2050
Relaxing Retirement Coach
Massachusetts
$244K