2,664 hedge funds and large institutions have $90.7B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 972 increasing their positions, 1,049 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,664
Holders Change
+216
Holders Change %
+8.82%
% 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
340
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 %
WWM
2601
Wolff Wiese Magana
California
$26.5K +$818 +5 +3%
BSC
2602
Brown Shipley & Co
United Kingdom
$26.5K
FP
2603
Financial Perspectives
Minnesota
$26.5K +$327 +2 +1%
HCA
2604
Heck Capital Advisors
Wisconsin
$25.4K
GCM
2605
Gables Capital Management
Florida
$24.5K
VCM
2606
Versant Capital Management
Arizona
$23.1K -$30.7K -188 -57%
HCM
2607
Horrell Capital Management
Arkansas
$23K
DFA
2608
DHJJ Financial Advisors
Illinois
$22.7K
SRCM
2609
Signature Resources Capital Management
California
$22.6K +$22.6K +138 New
QL
2610
Quarry LP
New York
$21.8K +$7.52K +46 +53%
CCMI
2611
Creative Capital Management Investments
California
$21.3K
PPC
2612
Park Place Capital
Alabama
$20.9K -$97.8K -598 -82%
DPW
2613
DiNuzzo Private Wealth
Pennsylvania
$20K +$20K +122 New
CMA
2614
Cedar Mountain Advisors
Oregon
$19.7K +$1.64K +10 +9%
ACA
2615
American Capital Advisory
Idaho
$19K +$19K +116 New
MFG
2616
Mendota Financial Group
Wisconsin
$17.2K
TC
2617
Tacita Capital
Ontario, Canada
$17.2K
NMG
2618
New Millennium Group
Utah
$16.8K -$1.23M -7,526 -99%
BAM
2619
Bellevue Asset Management
Washington
$16.5K -$3.29K -20 -17%
GA
2620
GoalVest Advisory
New York
$16.4K -$22.9K -140 -58%
AWM
2621
Avondale Wealth Management
Texas
$16.4K
TCPG
2622
Trivant Custom Portfolio Group
California
$16.4K
RWM
2623
Ruedi Wealth Management
Illinois
$16.4K
DWMG
2624
DB Wealth Management Group
California
$16.4K
W
2625
WealthCollab
Washington
$16.4K +$16.4K +100 New