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 %
W
2626
WealthCollab
Washington
$16.4K +$16.4K +100 New
EA
2627
Evolution Advisers
Virginia
$16K
TCM
2628
Tradewinds Capital Management
Washington
$15.9K
HF
2629
Halpern Financial
Virginia
$15.7K -$2.88K -18 -16%
TCCM
2630
Timber Creek Capital Management
Massachusetts
$15.5K
FIM
2631
FWL Investment Management
Texas
$15.5K +$8.18K +50 +111%
Capstone Investment Advisors
2632
Capstone Investment Advisors
New York
$15.4K -$3.36M -20,570 -100%
LIA
2633
Luken Investment Analytics
Tennessee
$14.9K
FC
2634
Family CFO
California
$13K +$163 +1 +1%
WAS
2635
Winch Advisory Services
Wisconsin
$12.9K +$163 +1 +1%
MSFP
2636
Mark Sheptoff Financial Planning
Connecticut
$12.8K
AIM
2637
Arcadia Investment Management
Michigan
$12.4K
BSWA
2638
Bromfield Sneider Wealth Advisors
Massachusetts
$11.8K
TWD
2639
True Wealth Design
Ohio
$11.3K +$8.83K +54 +360%
GWM
2640
Guardian Wealth Management
Illinois
$11.2K +$11.2K +69 New
FSWA
2641
Financial Synergies Wealth Advisors
Texas
$10.6K -$17.1K -121 -62%
LFA
2642
Level Financial Advisors
New York
$9.69K
TCA
2643
Trifecta Capital Advisors
Illinois
$9.65K
BCM
2644
Bourgeon Capital Management
Connecticut
$8.51K +$8.18K +50 +2,500%
BCA
2645
Bray Capital Advisors
Florida
$8.18K
RAM
2646
Ramirez Asset Management
New York
$8.18K
RG
2647
Richelieu Gestion
France
$8K
FG
2648
Fairman Group
Pennsylvania
$7.55K +$7.55K +46 New
PS
2649
PayPay Securities
Japan
$6.94K -$4.29K -26 -38%
IWA
2650
IBEX Wealth Advisors
New Jersey
$6.7K -$6.77M -41,442 -100%