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 %
EW
2126
Evoke Wealth
California
$220K +$7.74K +59 +4%
M
2127
MOTCO
Texas
$219K -$39.1K -298 -15%
GIP
2128
Greatmark Investment Partners
Georgia
$219K +$219K +1,672 New
EDRIA
2129
Edmonds Duncan Registered Investment Advisors
Kansas
$219K +$1.31K +10 +0.6%
CPWA
2130
Cerro Pacific Wealth Advisors
California
$219K +$2.88K +22 +1%
CWA
2131
Carolina Wealth Advisors
South Carolina
$218K
MCM
2132
Morton Capital Management
California
$217K
HS
2133
Horan Securities
United States
$217K -$3.28K -25 -1%
CWA
2134
CM Wealth Advisors
Ohio
$217K +$5.28K +42 +2%
PA
2135
PSI Advisors
Florida
$217K +$82.3K +628 +61%
KCM
2136
KRS Capital Management
Michigan
$217K +$217K +1,653 New
IF
2137
Integrity Financial
Wyoming
$216K +$9.83K +75 +5%
Loomis, Sayles & Company
2138
Loomis, Sayles & Company
Massachusetts
$216K -$71.7K -547 -25%
EB
2139
Eastern Bank
Massachusetts
$216K -$44.3K -338 -17%
SNB
2140
Security National Bank
Nebraska
$216K +$13.1K +100 +6%
TWM
2141
Trinity Wealth Management
Pennsylvania
$215K
OBWP
2142
O'Brien Wealth Partners
Massachusetts
$215K -$2.1K -16 -1%
VFP
2143
Verus Financial Partners
Virginia
$215K +$490 +4 +0.2%
WAOI
2144
Wealth Advisors of Iowa
Iowa
$215K -$87K -664 -29%
LODC
2145
Lanham O'Dell & Company
West Virginia
$214K -$34.3K -262 -14%
GFPC
2146
Global Financial Private Client
Florida
$214K +$8.85K +67 +4%
CWG
2147
Cornerstone Wealth Group
North Carolina
$214K -$16.8K -128 -7%
RCM
2148
Requisite Capital Management
Texas
$214K +$214K +1,629 New
TA
2149
Tiedemann Advisors
New York
$213K +$213K +1,625 New
WDL
2150
Well Done LLC
Michigan
$213K +$524 +4 +0.2%