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 %
COCM
2076
Charter Oak Capital Management
New Hampshire
$235K -$129K -982 -35%
BAM
2077
Boyar Asset Management
New York
$235K
BWP
2078
Balboa Wealth Partners
Arizona
$234K +$1.57K +12 +0.7%
EVM
2079
Evelyn V. Moreno
$234K
WCM
2080
Wedge Capital Management
North Carolina
$233K +$8K +61 +4%
RCA
2081
Resonant Capital Advisors
Wisconsin
$233K -$34.2K -261 -13%
GCA
2082
Gradient Capital Advisors
California
$232K +$656 +5 +0.3%
TWP
2083
Tempus Wealth Planning
California
$232K -$3.67K -28 -2%
CWM
2084
Centric Wealth Management
Illinois
$232K -$39.6K -302 -15%
SFS
2085
Security Financial Services
Indiana
$232K
EIG
2086
Ellenbecker Investment Group
Wisconsin
$232K -$9.7K -74 -4%
CWA
2087
Continuum Wealth Advisors
New York
$232K +$393 +3 +0.2%
MF
2088
Meridian Financial
Massachusetts
$232K -$9.83K -75 -4%
OFG
2089
Oxford Financial Group
Indiana
$231K +$231K +1,766 New
ECAM
2090
East Coast Asset Management
Massachusetts
$231K
CP
2091
Castleview Partners
Texas
$231K +$8.13K +62 +4%
LA
2092
Latitude Advisors
Florida
$231K -$12.1K -92 -5%
FIB
2093
First Interstate Bank
Montana
$231K -$65.5K -500 -22%
CT
2094
Columbia Trust
Oregon
$230K +$2.1K +16 +0.9%
SSG
2095
Summit Securities Group
New York
$230K -$11.5M -87,892 -98%
IF
2096
IRON Financial
Illinois
$230K -$12.5K -95 -5%
TAM
2097
Townsend Asset Management
North Carolina
$230K +$787 +6 +0.3%
PCI
2098
Planning Center Inc
Illinois
$230K -$18.2K -142 -7%
DA
2099
Dover Advisors
Virginia
$230K +$230K +1,751 New
FZCM
2100
Flynn Zito Capital Management
New York
$229K +$1.7K +13 +0.7%