2,379 hedge funds and large institutions have $67.4B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,041 increasing their positions, 884 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,379
Holders Change
-43
Holders Change %
-1.78%
% of All Funds
38.08%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
150
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 %
BCPWM
2301
Bradley & Co Private Wealth Management
Florida
$40K
WPA
2302
West Paces Advisors
Georgia
$39.3K +$5.51K +42 +16%
RFG
2303
RFP Financial Group
Georgia
$38.8K -$102K -775 -72%
FCAS
2304
First Command Advisory Services
Texas
$36.7K +$36.7K +280 New
JWM
2305
Janiczek Wealth Management
Colorado
$36.3K -$7.82K -61 -18%
TFGT
2306
TS Financial Group (TSFG)
Illinois
$34K +$394 +3 +1%
MBFW
2307
Morton Brown Family Wealth
Pennsylvania
$33.6K
GKIM
2308
GW&K Investment Management
Massachusetts
$33K +$33K +250 New
WPWM
2309
Western Pacific Wealth Management
Illinois
$32.9K
DWMG
2310
DB Wealth Management Group
California
$30.2K
CH
2311
Canton Hathaway
Rhode Island
$29K
LOIP
2312
Live Oak Investment Partners
Texas
$28.5K -$30.2K
FSWA
2313
Financial Synergies Wealth Advisors
Texas
$28.4K +$18.6K +142 +189%
CWA
2314
Clearview Wealth Advisors
Oregon
$27.9K
BBPWM
2315
Blue Bell Private Wealth Management
Pennsylvania
$27.5K
BIA
2316
Bell Investment Advisors
California
$27.3K -$14.2K -108 -34%
GG
2317
Gleason Group
Kentucky
$26.7K +$263 +2 +1%
VLKIM
2318
Van Lanschot Kempen Investment Management
Netherlands
$26.6K -$21.2K -162 -44%
LG
2319
LAM Group
Oregon
$26.5K
IA
2320
IFS Advisors
Kansas
$25.8K -$2.23K -17 -8%
RTL
2321
Red Tortoise LLC
Georgia
$25.4K +$262 +2 +1%
HB
2322
Horizon Bancorp
Indiana
$23K -$206K -1,542 -90%
PPWM
2323
PFG Private Wealth Management
Florida
$22.3K +$1.84K +14 +9%
ST
2324
Sageworth Trust
Pennsylvania
$21.2K +$18.6K +142 +710%
FP
2325
Financial Perspectives
Minnesota
$21K +$15.7K +120 +300%