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.

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 Market Value Shares Shares
Change
Shares
Change %
CWM
2451
Cadence Wealth Management
Massachusetts
-1,586 Closed
SFM
2452
Signet Financial Management
New Jersey
-1,578 Closed
MAM
2453
Meeder Asset Management
Ohio
-1,553 Closed
MAM
2454
Montchanin Asset Management
Delaware
-1,550 Closed
GWM
2455
Gray Wealth Management
Maine
-1,544 Closed
HWA
2456
HCR Wealth Advisors
California
-1,538 Closed
PWA
2457
Physician Wealth Advisors
Utah
-1,528 Closed
LCC
2458
Lincoln Capital Corp
Rhode Island
-1,516 Closed
IA
2459
IAM Advisory
Pennsylvania
-1,511 Closed
ARG
2460
Advisory Resource Group
Oklahoma
-1,511 Closed
LC
2461
Landaas & Company
Wisconsin
-1,507 Closed
SWM
2462
Seed Wealth Management
Illinois
-1,504 Closed
LAM
2463
Lountzis Asset Management
Pennsylvania
-1,500 Closed
NSCM
2464
New South Capital Management
Tennessee
-1,500 Closed
SB
2465
Sunflower Bank
Texas
-1,497 Closed
CI
2466
CPR Investments
Michigan
-1,494 Closed
SPI
2467
Sutton Place Investors
New York
-1,493 Closed
SDWIA
2468
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-1,491 Closed
RMAM
2469
Raab & Moskowitz Asset Management
New Jersey
-1,489 Closed
PSP
2470
Pacific Sage Partners
Washington
-1,474 Closed
BLAM
2471
Bourne Lent Asset Management
New York
-1,470 Closed
PWA
2472
Primoris Wealth Advisors
Florida
-1,470 Closed
TCM
2473
Towercrest Capital Management
Pennsylvania
-1,466 Closed
UBG
2474
United Bank (Georgia)
Georgia
-1,463 Closed
AWMG
2475
Alliance Wealth Management Group
New Jersey
-1,463 Closed