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 %
DWM
2726
Darwin Wealth Management
Florida
-$241K -1,717 Closed
GSC
2727
Ground Swell Capital
South Carolina
-$239K -1,701 Closed
OPOWM
2728
One Plus One Wealth Management
Florida
-$235K -1,672 Closed
ASFA
2729
All Season Financial Advisors
Colorado
-$229K -1,632 Closed
RCM
2730
Requisite Capital Management
Texas
-$229K -1,629 Closed
TA
2731
TKG Advisors
Indiana
-$223K -1,590 Closed
CAM
2732
Cobblestone Asset Management
Virginia
-$221K -1,575 Closed
ESCM
2733
Echo Street Capital Management
New York
-$218K -1,554 Closed
FAM
2734
Flaharty Asset Management
Florida
-$202K -1,440 Closed
T
2735
TCWP
Ohio
-$202K -1,438 Closed
MSE
2736
MUFG Securities EMEA
United Kingdom
-$192K -1,371 Closed
IUHSA
2737
Itau Unibanco Holding S.A.
Brazil
-$180K -1,284 Closed
NICM
2738
Neo Ivy Capital Management
New York
-$125K -888 Closed
RW
2739
RVW Wealth
California
-$107K -763 Closed
ORAM
2740
One River Asset Management
Connecticut
-$100K -711 Closed
NIC
2741
Northwest Investment Counselors
Oregon
-$93.9K -669 Closed
QP
2742
Quilter Plc
United Kingdom
-$538K -539 Closed
BFP
2743
Briaud Financial Planning
Texas
-$31K -224 Closed
DWA
2744
Delos Wealth Advisors
Texas
-$18.8K -128 Closed
Legacy Financial Group (Iowa)
2745
Legacy Financial Group (Iowa)
Iowa
-$16.7K -119 Closed
CCP
2746
Carmel Capital Partners
California
-$15.3K -109 Closed
MIA
2747
Milestone Investment Advisors
Wisconsin
-$14K -100 Closed
HWP
2748
Hibernia Wealth Partners
Louisiana
-$11.2K -80 Closed
HWP
2749
Highline Wealth Partners
California
-$8.42K -60 Closed
APW
2750
Atlantic Private Wealth
North Carolina
-$7.02K -50 Closed