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 %
LFA
2576
Livelsberger Financial Advisory
Ohio
$46.2K +$46.2K +283 New
NOI
2577
Newton One Investments
Delaware
$45.3K +$45.3K +277 New
PIS
2578
POM Investment Strategies
North Carolina
$44.3K +$44.3K +271 New
CJ
2579
Caitlin John
Michigan
$44.2K +$44.2K +271 New
RBC
2580
Roble Belko & Company
Pennsylvania
$42K
CI
2581
Cordant Inc
Oregon
$41.9K +$37K +226 +753%
WPA
2582
West Paces Advisors
Georgia
$41.2K +$5.23K +32 +15%
SHIM
2583
Stone House Investment Management
Pennsylvania
$40.5K +$3.6K +22 +10%
LOIP
2584
Live Oak Investment Partners
Texas
$36.7K -$31.2K
DF
2585
Dunhill Financial
United Kingdom
$34.5K +$34.5K +211 New
GG
2586
Gleason Group
Kentucky
$34.4K +$327 +2 +1%
LG
2587
LAM Group
Oregon
$33K
RTL
2588
Red Tortoise LLC
Georgia
$32.6K +$327 +2 +1%
FGAM
2589
Financial Gravity Asset Management
Texas
$32.4K +$143 +1 +0.4%
IA
2590
IFS Advisors
Kansas
$32.2K
JEST
2591
JTC Employer Solutions Trustee
Jersey
$32K -$146K -900 -82%
RL
2592
Rogco LP
Oklahoma
$31.9K
AIMA
2593
Ables Iannone Moore & Associates
Georgia
$31.2K +$31.2K +191 New
LI
2594
Louisbourg Investments
New Brunswick, Canada
$30.7K +$30.7K +188 New
DCM
2595
Davis Capital Management
Florida
$30.4K +$30.4K +186 New
SWS
2596
SYSTM Wealth Solutions
Illinois
$30.2K +$30.2K +184 New
CAM
2597
Creekmur Asset Management
Illinois
$29.3K +$29.3K +179 New
VLKIM
2598
Van Lanschot Kempen Investment Management
Netherlands
$29.3K -$3.93K -24 -12%
NMM
2599
Naples Money Management
Florida
$27.8K +$27.8K +170 New
RFA
2600
Resurgent Financial Advisors
Georgia
$26.8K -$35.7K -218 -57%