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 %
PWMG
2501
Private Wealth Management Group
New Jersey
$110K +$110K +673 New
IHWM
2502
Iron Horse Wealth Management
Iowa
$110K -$32.7K -200 -23%
EWM
2503
Evermay Wealth Management
Virginia
$108K -$3.93K -24 -3%
SAM
2504
S.A. Mason
Michigan
$108K +$15.7K +96 +17%
SWM
2505
Sanctuary Wealth Management
Idaho
$107K
AWM
2506
Abound Wealth Management
Tennessee
$107K -$2.13K -13 -2%
VAMG
2507
Voisard Asset Management Group
Michigan
$106K +$106K +650 New
FMP
2508
Financial Management Professionals
Texas
$106K
WIA
2509
Wetzel Investment Advisors
Indiana
$104K +$104K +633 New
SFFS
2510
Stonehage Fleming Financial Services
Jersey
$103K
GC
2511
Gould Capital
Washington
$101K
FCT
2512
First Community Trust
Iowa
$101K
AP
2513
Arlington Partners
Alabama
$101K +$72.5K +443 +256%
PGAM
2514
Princeton Global Asset Management
New Jersey
$100K +$655 +4 +0.7%
APC
2515
Aspire Private Capital
North Carolina
$100K -$2.78K -17 -3%
KLWA
2516
Kelly Lawrence W & Associates
California
$99.4K
NSG
2517
Nalls Sherbakoff Group
Tennessee
$99.3K
RFG
2518
REAP Financial Group
Texas
$95.2K +$95.2K +582 New
OAJ
2519
Ogorek Anthony Joseph
New York
$94K -$3.21M -19,790 -97%
PP
2520
PrairieView Partners
Minnesota
$94K
AS
2521
Altshuler Shaham
Israel
$93.4K -$289K -1,767 -76%
JWM
2522
Janiczek Wealth Management
Colorado
$91.8K +$24.7K +151 +37%
GJIA
2523
Glass Jacobson Investment Advisors
Maryland
$91.6K
PG
2524
Proffitt & Goodson
Tennessee
$90.8K
MFT
2525
Moisand Fitzgerald Tamayo
Florida
$90.4K -$6.05K -37 -6%