2,663 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, 971 increasing their positions, 1,049 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,663
Holders Change
+216
Holders Change %
+8.83%
% of All Funds
39.05%
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
971
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 %
HWM
2651
Horizons Wealth Management
North Carolina
$5.72K +$5.72K +35 New
VWA
2652
Valued Wealth Advisors
Utah
$5.05K +$5.05K +36 New
FIA
2653
FNY Investment Advisers
New York
$4K -$49.3K -370 -93%
CPG
2654
Custom Portfolio Group
Colorado
$3.27K +$3.27K +20 New
PPWM
2655
PFG Private Wealth Management
Florida
$3.11K -$3.76K -23 -55%
VWWMG
2656
Vermillion & White Wealth Management Group
Pennsylvania
$2.13K +$2.13K +13 New
HBW
2657
Hazlett, Burt & Watson
West Virginia
$2K
TWP
2658
TFO Wealth Partners
Ohio
$1.96K +$818 +5 +71%
EAM
2659
Eukles Asset Management
Ohio
$1.64K
CIR
2660
Clear Investment Research
Georgia
$1.64K
UFF
2661
USA Financial Formulas
Michigan
$1.47K
CAM
2662
ClariVest Asset Management
California
$1.31K
WA
2663
WestEnd Advisors
North Carolina
$818
OLVIG
2664
Oliver Lagore Vanvalin Investment Group
Michigan
$159 -$17.2K -108 -99%
DWM
2665
Dogwood Wealth Management
Kansas
$27
IRAG
2666
Investment Research & Advisory Group
Georgia
$18 +$18 +1 New
CIM
2667
Contrarius Investment Management
Jersey
-$63.3M -451,362 Closed
CF
2668
Cantor Fitzgerald
New York
-$28.1M -200,171 Closed
RC
2669
Randolph Company
Ohio
-$21.4M -152,780 Closed
AAA
2670
Adams Asset Advisors
Texas
-$11.3M -80,593 Closed
Capital Fund Management (CFM)
2671
Capital Fund Management (CFM)
France
-$9.59M -68,325 Closed
Voloridge Investment Management
2672
Voloridge Investment Management
Florida
-$7.31M -52,112 Closed
LSA
2673
L & S Advisors
California
-$7.03M -50,100 Closed
CTC (Chicago Trading Company)
2674
CTC (Chicago Trading Company)
Illinois
-$6.07M -43,265 Closed
Balyasny Asset Management
2675
Balyasny Asset Management
Illinois
-$5.93M -42,270 Closed