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 %
SWA
2176
Sutton Wealth Advisors
Florida
$202K -$189K -1,443 -48%
FA
2177
Financial Advisors
Massachusetts
$200K
CW
2178
Channel Wealth
California
$200K +$200K +1,529 New
CWP
2179
Concord Wealth Partners
Virginia
$200K -$260K -1,986 -57%
TLCM
2180
Twin Lakes Capital Management
California
$199K +$786 +6 +0.4%
WIM
2181
WealthPlan Investment Management
Nebraska
$198K -$393K -2,994 -66%
MAWCM
2182
Mine & Arao Wealth Creation & Management
California
$197K
IR
2183
IAT Reinsurance
New York
$197K
TC
2184
Trust Company
Kansas
$193K -$6.69K -51 -3%
MAM
2185
Marquette Asset Management
Minnesota
$192K
HBW
2186
Hazlett, Burt & Watson
West Virginia
$192K +$2.35K +18 +1%
FMTCOCP
2187
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$191K
CAM
2188
Close Asset Management
United Kingdom
$190K +$111K +848 +140%
ME
2189
McIlrath & Eck
Washington
$189K +$131 +1 +0.1%
SC
2190
Steph & Co
Wisconsin
$189K
FDCC
2191
Foster Dykema Cabot & Co
Massachusetts
$180K +$180K +1,370 New
PO
2192
Private Ocean
California
$179K +$2.88K +22 +2%
JMF
2193
Johnson Midwest Financial
Iowa
$176K
SC
2194
Schubert & Co
Texas
$173K -$40.2K -307 -19%
FRA
2195
Front Row Advisors
California
$170K
TAM
2196
Tucker Asset Management
Colorado
$166K +$1.18K +9 +0.7%
EWA
2197
EverSource Wealth Advisors
Alabama
$165K -$83.1K -634 -33%
SIS
2198
Strategic Investment Solutions
Illinois
$164K +$164K +1,249 New
KA
2199
Kozak & Associates
Colorado
$161K +$22.5K +172 +16%
AT
2200
Avalon Trust
New Mexico
$160K +$160K +1,222 New