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 %
UCFA
351
United Capital Financial Advisors
Texas
$11.9M -$3.32M -20,304 -22%
NA
352
NewEdge Advisors
Louisiana
$11.9M +$3.19M +19,028 +37%
CAM
353
Cresset Asset Management
Illinois
$11.8M +$91.3K +558 +0.8%
EAM
354
Eagle Asset Management
Florida
$11.8M -$183K -1,119 -2%
IG
355
ING Group
Netherlands
$11.8M +$10.9M +66,640 +1,266%
FSA
356
Franklin Street Advisors
North Carolina
$11.7M -$561K -3,432 -5%
MSRPS
357
Maryland State Retirement & Pension System
Maryland
$11.6M +$123K +753 +1%
BMCM
358
Bryn Mawr Capital Management
Pennsylvania
$11.6M -$75.6K -462 -0.6%
BHWM
359
Bar Harbor Wealth Management
New Hampshire
$11.6M +$2.24M +13,687 +24%
AG
360
Advocate Group
Minnesota
$11.5M -$86.7K -530 -0.7%
MDCM
361
Morgan Dempsey Capital Management
Wisconsin
$11.5M -$623K -3,808 -5%
CM
362
Churchill Management
California
$11.5M -$381K -2,332 -3%
SI
363
Stephens Inc
Arkansas
$11.5M +$1.84M +11,258 +19%
APF
364
Alaska Permanent Fund
Alaska
$11.4M -$731K -4,470 -6%
ETC
365
Exchange Traded Concepts
Oklahoma
$11.4M +$19.8K +121 +0.2%
BWL
366
Bogart Wealth LLC
Virginia
$11.2M -$2.06M -12,584 -15%
VMPIC
367
Varma Mutual Pension Insurance Co
Finland
$11.2M +$11.2M +68,500 New
KPWS
368
Kestra Private Wealth Services
Texas
$11.2M +$2.12M +12,951 +23%
WF
369
Welch & Forbes
Massachusetts
$11.2M -$192K -1,174 -2%
IMPI
370
Ilmarinen Mutual Pension Insurance
Finland
$11.2M +$818K +5,000 +8%
CIA
371
Capital Investment Advisors
Georgia
$11M -$12.1K -74 -0.1%
RCM
372
Radnor Capital Management
Pennsylvania
$10.9M -$267K -1,630 -2%
HAI
373
Hennessy Advisors Inc
California
$10.9M -$613K -3,750 -5%
JMFC
374
J.M. Forbes & Co
Massachusetts
$10.9M +$139K +848 +1%
Cetera Investment Advisers
375
Cetera Investment Advisers
Illinois
$10.9M -$669K -4,089 -6%