2,665 hedge funds and large institutions have $90.7B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 972 increasing their positions, 1,049 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,665
Holders Change
+217
Holders Change %
+8.86%
% of All Funds
39.06%
Holding in Top 10
67
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.42%
% of All Funds
0.98%
New
341
Increased
972
Reduced
1,049
Closed
89
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
2476
Clear Point Advisors
New York
$143K +$143K +876 New
SA
2477
Scarborough Advisors
Maryland
$143K +$143K +874 New
KWAG
2478
Kiely Wealth Advisory Group
North Carolina
$142K +$142K +753 New
PCWA
2479
Pacific Capital Wealth Advisors
California
$142K +$142K +866 New
FWA
2480
FSC Wealth Advisors
New York
$141K
CTWM
2481
Cherry Tree Wealth Management
Minnesota
$140K -$12.4K -76 -8%
BCM
2482
Blume Capital Management
California
$137K
EPW
2483
Evergreen Private Wealth
Colorado
$137K +$137K +835 New
CWM
2484
Compass Wealth Management
Connecticut
$136K
FSCM
2485
Front Street Capital Management
Montana
$131K -$28.5K -174 -18%
BG
2486
Bollard Group
Massachusetts
$131K
AFWM
2487
Abich Financial Wealth Management
Virginia
$130K +$130K +793 New
TSWM
2488
Tyler-Stone Wealth Management
Ohio
$127K +$52.7K +322 +71%
GKIM
2489
GW&K Investment Management
Massachusetts
$125K +$6.03K +37 +5%
MCM
2490
MidAtlantic Capital Management
Virginia
$125K +$125K +764 New
LPP
2491
Life Planning Partners
Florida
$122K +$122K +745 New
WIM
2492
Westside Investment Management
California
$121K
A
2493
AJOVista
Massachusetts
$119K +$119K +726 New
ODG
2494
O'Dell Group
Ohio
$118K +$118K +719 New
HWM
2495
HighMark Wealth Management
Minnesota
$117K +$1.15K +7 +1%
MSG
2496
Main Street Group
Virginia
$116K +$116K +712 New
PWMG
2497
Prestige Wealth Management Group
New Jersey
$115K -$21.3K -130 -16%
FFA
2498
Frazier Financial Advisors
Ohio
$114K +$114K +699 New
FFA
2499
Fairfield Financial Advisors
Massachusetts
$111K +$654 +4 +0.6%
WBC
2500
West Branch Capital
Massachusetts
$111K +$4.91K +30 +5%