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 %
NSG
2251
Nalls Sherbakoff Group
Tennessee
$91.4K +$91.4K +707 New
PWMG
2252
Prestige Wealth Management Group
New Jersey
$90.5K -$171K -1,303 -65%
GC
2253
Gould Capital
Washington
$90.5K
HWM
2254
HighMark Wealth Management
Minnesota
$90.4K +$1.18K +9 +1%
PP
2255
PrairieView Partners
Minnesota
$89K
CCP
2256
Carmel Capital Partners
California
$88K +$88K +671 New
TFP
2257
Tilia Fiduciary Partners
North Carolina
$87.3K +$82.6K +630 +1,750%
APC
2258
Aspire Private Capital
North Carolina
$86.5K -$7.73K -59 -8%
AWM
2259
Abound Wealth Management
Tennessee
$83.9K +$21.6K +165 +35%
FIA
2260
FNY Investment Advisers
New York
$83K +$68.7K +530 +482%
CSWM
2261
Cassady Schiller Wealth Management
Ohio
$82.6K +$2.75K +21 +3%
SFFS
2262
Stonehage Fleming Financial Services
Jersey
$82.6K
FFC
2263
First Financial Corp
Indiana
$81.5K
FCT
2264
First Community Trust
Iowa
$81.3K
WWP
2265
WR Wealth Planners
Missouri
$80.3K +$9.84K +75 +14%
RBC
2266
Roble Belko & Company
Pennsylvania
$79K -$145K -1,106 -65%
JFA
2267
JNBA Financial Advisors
Minnesota
$76.1K
MS
2268
Mizuho Securities
Japan
$76K +$74.7K +570 +5,700%
AWM
2269
Accel Wealth Management
Iowa
$74.7K -$26.1K -199 -26%
SAM
2270
S.A. Mason
Michigan
$74.1K
MFT
2271
Moisand Fitzgerald Tamayo
Florida
$73.8K
PG
2272
Proffitt & Goodson
Tennessee
$72.8K
POIA
2273
Pin Oak Investment Advisors
Texas
$72K
MIM
2274
Macroview Investment Management
Maryland
$71.9K +$393 +3 +0.5%
CWM
2275
Compass Wealth Management
Connecticut
$71.1K +$26K +198 +58%