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 %
CFD
2101
Creative Financial Designs
Indiana
$228K +$11.3K +86 +5%
MFWP
2102
Mosaic Family Wealth Partners
Missouri
$228K +$393 +3 +0.2%
SN
2103
Sittner & Nelson
Oregon
$228K
PCM
2104
Palisade Capital Management
New Jersey
$228K -$10.1K -77 -4%
MC
2105
Miramar Capital
Illinois
$228K -$206K -1,575 -48%
DWM
2106
Darwin Wealth Management
Florida
$227K -$1.18M -9,242 -84%
PFA
2107
Pure Financial Advisors
California
$227K +$36.5K +278 +19%
PFP
2108
Paragon Financial Partners
California
$227K
EAM
2109
Evanson Asset Management
California
$227K +$786 +6 +0.3%
TP
2110
Tranquility Partners
Tennessee
$227K +$10.7K +82 +5%
AA
2111
Altman Advisors
Illinois
$227K +$9.73K +416 +4%
FAFN
2112
First Affirmative Financial Network
Colorado
$226K +$27.7K +211 +14%
CJL
2113
Cyrus J. Lawrence
New York
$226K +$35K +268 +18%
TFP
2114
Triune Financial Partners
Kansas
$226K
HFS
2115
Howard Financial Services
Texas
$226K +$226K +1,723 New
BCMLT
2116
Beacon Capital Management LLC (Tennessee)
Tennessee
$225K +$15.6K +119 +7%
CPC
2117
Consolidated Planning Corp
Georgia
$224K +$224K +1,707 New
FH
2118
FWG Holdings
Florida
$224K -$1.05K -8 -0.5%
SIC
2119
Sterling Investment Counsel
New York
$222K -$24.3K -185 -10%
CHAM
2120
Clear Harbor Asset Management
Connecticut
$222K +$222K +1,697 New
WHC
2121
Wulff, Hansen & Co
California
$222K
AMG
2122
Asset Management Group
Connecticut
$222K +$2.75K +21 +1%
NC
2123
NBW Capital
Massachusetts
$221K +$8.52K +65 +4%
CCA
2124
Cottonwood Capital Advisors
Utah
$221K -$262 -2 -0.1%
RG
2125
Renaissance Group
Kentucky
$221K