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 %
MC
2051
Middleton & Co
Massachusetts
$242K
HWM
2052
Horizon Wealth Management
Illinois
$242K -$10.1K -77 -4%
MSE
2053
MUFG Securities EMEA
United Kingdom
$240K
RWS
2054
Resolute Wealth Strategies
Mississippi
$240K +$240K +1,830 New
TSWM
2055
Triangle Securities Wealth Management
North Carolina
$240K -$27.9K -213 -10%
OPOWM
2056
One Plus One Wealth Management
Florida
$240K
SFC
2057
Strategic Financial Concepts
Texas
$239K +$239K +1,826 New
WPP
2058
Whalerock Point Partners
Rhode Island
$239K +$239K +1,825 New
BOM
2059
Bank of Marin
California
$239K -$17.6K -134 -7%
AA
2060
AJ Advisors
Tennessee
$239K +$239K +1,823 New
BBNA
2061
Bremer Bank National Association
Minnesota
$239K -$179K -1,365 -43%
MIM
2062
Miller Investment Management
Pennsylvania
$239K
EFL
2063
ERn Financial LLC
Wisconsin
$238K -$8.92K -68 -4%
HFA
2064
High Falls Advisors
New York
$238K -$216K -1,644 -48%
GWANC
2065
Guardian Wealth Advisors (North Carolina)
North Carolina
$238K +$11.1K +85 +5%
WA
2066
Wealthstream Advisors
New York
$237K -$21.2K -162 -8%
RPA
2067
Rock Point Advisors
Vermont
$237K -$655 -5 -0.3%
CRI
2068
Colonial River Investments
Virginia
$237K -$22.2K -169 -9%
MW
2069
MBL Wealth
North Carolina
$237K +$41.6K +317 +21%
BBNB
2070
Baker Boyer National Bank
Washington
$236K
CGFA
2071
Colton Groome Financial Advisors
North Carolina
$236K +$2.36K +18 +1%
NA
2072
Nottingham Advisors
New York
$236K -$2.62K -20 -1%
MLL
2073
Moody Lynn & Lieberson
Massachusetts
$235K
CB
2074
CNB Bank
Pennsylvania
$235K -$20.1K -153 -8%
LAS
2075
LWM Advisory Services
Florida
$235K +$14.8K +113 +7%