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 %
FRA
2551
Frank Rimerman Advisors
California
$67.5K +$67.5K +413 New
MBFW
2552
Morton Brown Family Wealth
Pennsylvania
$66.6K +$25.7K +157 +63%
YDMI
2553
Y.D. More Investments
Israel
$65.4K
NECFA
2554
New England Capital Financial Advisors
Connecticut
$64.2K
CQS
2555
Credential Qtrade Securities
$63.3K +$63.3K +387 New
GWMIA
2556
Global Wealth Management Investment Advisory
Florida
$62.6K
TFGT
2557
TS Financial Group (TSFG)
Illinois
$62K +$17.9K +109 +41%
CFS
2558
CGC Financial Services
Oregon
$61.8K
WPWM
2559
Western Pacific Wealth Management
Illinois
$61.3K +$61.3K +375 New
HGA
2560
Hobbs Group Advisors
South Carolina
$60.2K +$60.2K +368 New
BIA
2561
Bell Investment Advisors
California
$58.1K -$2.13K -13 -4%
PAG
2562
Paladin Advisory Group
Iowa
$56.9K
KFS
2563
Kelly Financial Services
Massachusetts
$56.1K +$327 +2 +0.6%
RDIA
2564
RE Dickinson Investment Advisors
Iowa
$56K -$5.42K -33 -9%
T
2565
Tidemark
California
$55.6K +$55.6K +340 New
MFA
2566
McClarren Financial Advisors
Pennsylvania
$55K +$659 +4 +1%
TFG
2567
Team Financial Group
California
$54.1K +$653 +4 +1%
CSWM
2568
Cassady Schiller Wealth Management
Ohio
$54K
EWP
2569
Elevation Wealth Partners
California
$51.2K
PCFFS
2570
Pacific Center for Financial Services
California
$51K
KC
2571
Kepos Capital
New York
$51K -$8.8K -54 -15%
BCPWM
2572
Bradley & Co Private Wealth Management
Florida
$49.9K
KFP
2573
Keener Financial Planning
Texas
$49K +$49K +300 New
CAM
2574
Clarity Asset Management
Iowa
$48.3K +$48.3K +295 New
HFM
2575
Harvest Fund Management
China
$47K -$60.3K -368 -56%