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 %
LS
2201
Livforsakringsbolaget Skandia
Sweden
$159K
CMP
2202
Coston McIsaac & Partners
Maine
$159K +$1.05K +8 +0.7%
SA
2203
SRH Advisors
Kansas
$157K
PVH
2204
Psagot Value Holdings
Israel
$156K -$3.84K -30 -2%
RA
2205
Rise Advisors
New York
$155K -$1.84K -14 -1%
CFO
2206
CVA Family Office
Colorado
$154K -$29.6K -226 -16%
BFPW
2207
BOK Financial Private Wealth
Colorado
$151K
CIA
2208
Cascade Investment Advisors
Oregon
$151K +$151K +1,150 New
ABLA
2209
Alan B. Lancz & Associates
Ohio
$150K
MA
2210
MCF Advisors
Kentucky
$145K -$90.7K -692 -38%
KC
2211
Kenfarb & Co
Kentucky
$144K
JEST
2212
JTC Employer Solutions Trustee
Jersey
$144K
PK
2213
Pflug Koory
Nebraska
$141K
FCA
2214
Fortis Capital Advisors
Kansas
$140K -$104K -792 -43%
FCMT
2215
Founders Capital Management (Texas)
Texas
$138K -$20K -152 -13%
GWSA
2216
Global Wealth Strategies & Associates
Colorado
$138K
PFG
2217
Piershale Financial Group
Illinois
$138K
FFL
2218
Financial Freedom LLC
Ohio
$137K +$1.44K +11 +1%
GWSG
2219
GPS Wealth Strategies Group
Colorado
$135K +$135K +1,026 New
BAAM
2220
Baker Avenue Asset Management
California
$134K -$491K -3,748 -79%
VC
2221
Vestor Capital
Illinois
$134K -$654 -5 -0.5%
LWA
2222
Lowe Wealth Advisors
Maryland
$132K -$3.28K -25 -2%
RDFA
2223
Ritter Daniher Financial Advisory
Ohio
$128K
HCM
2224
Hollencrest Capital Management
California
$127K -$1.31K -10 -1%
HGERS
2225
Householder Group Estate & Retirement Specialist
Arizona
$125K +$125K +954 New