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 %
Millennium Management
301
Millennium Management
New York
$15.5M +$8.84M +54,029 +133%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$15.1M +$711K +4,347 +5%
Westfield Capital Management
303
Westfield Capital Management
Massachusetts
$15.1M +$300K +1,837 +2%
ASC
304
Atalanta Sosnoff Capital
New York
$15M -$465K -2,846 -3%
SF
305
Synovus Financial
Georgia
$14.9M -$408K -2,495 -3%
SC
306
Scotia Capital
Ontario, Canada
$14.8M -$8.8M -53,829 -37%
BFEC
307
Benjamin F. Edwards & Company
Missouri
$14.8M +$9.8M +59,902 +195%
USAA
308
United Services Automobile Association
Texas
$14.8M -$40.1M -245,476 -73%
SPS
309
Susquehanna Portfolio Strategies
Pennsylvania
$14.8M +$14.8M +90,241 New
BWP
310
Baldwin Wealth Partners
Massachusetts
$14.7M -$97.3K -595 -0.7%
WJWM
311
Williams Jones Wealth Management
New York
$14.7M +$6.65M +40,657 +83%
TNBTD
312
Trustmark National Bank Trust Department
Mississippi
$14.3M +$648K +3,965 +5%
SFA
313
Sequoia Financial Advisors
Ohio
$14.2M +$11.1M +67,867 +354%
Wealthfront Advisers
314
Wealthfront Advisers
California
$14.1M +$3.12M +19,047 +28%
CFB
315
Cullen/Frost Bankers
Texas
$13.9M -$674K -4,119 -5%
TC
316
TownSquare Capital
Utah
$13.9M -$800K -4,892 -5%
WB
317
WesBanco Bank
West Virginia
$13.8M -$432K -2,641 -3%
BRWA
318
B. Riley Wealth Advisors
Florida
$13.6M -$1.88M -11,497 -12%
SW
319
SteelPeak Wealth
California
$13.6M +$12.5M +76,638 +1,173%
HPC
320
HM Payson & Co
Maine
$13.5M +$346K +2,118 +3%
Los Angeles Capital Management
321
Los Angeles Capital Management
California
$13.4M +$4.92M +30,059 +58%
DWP
322
Daymark Wealth Partners
Ohio
$13.3M -$7.73K -105 -0.1%
VI
323
Vestcor Inc
New Brunswick, Canada
$13.3M +$1.72M +10,520 +15%
MC
324
Moors & Cabot
Massachusetts
$13.2M +$121K +737 +0.9%
NAM
325
NorthCrest Asset Manangement
Minnesota
$13.2M +$1.95M +11,938 +17%