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 %
FTC
426
Farmers Trust Company
Ohio
$8.66M +$904K +5,525 +12%
OAM
427
Ostrum Asset Management
France
$8.64M -$871K -5,327 -9%
WS
428
Wedbush Securities
California
$8.63M +$16.5K +101 +0.2%
HAG
429
HighPoint Advisor Group
Illinois
$8.63M +$8.63M +45,735 New
HIC
430
Hartline Investment Corp
Illinois
$8.58M +$229K +1,400 +3%
RJT
431
Raymond James Trust
Florida
$8.58M +$93.6K +572 +1%
IMRF
432
Illinois Municipal Retirement Fund
Illinois
$8.56M
RWP
433
RWA Wealth Partners
Massachusetts
$8.53M +$7.34M +44,899 +620%
GFG
434
Greystone Financial Group
Michigan
$8.51M -$296K -1,810 -3%
MGP
435
Metis Global Partners
California
$8.38M +$467K +2,857 +6%
MIM
436
Montgomery Investment Management
Maryland
$8.37M -$258K -1,578 -3%
AAS
437
Avantax Advisory Services
Texas
$8.33M +$447K +2,735 +6%
WIM
438
WealthPlan Investment Management
Nebraska
$8.32M +$541K +3,306 +7%
LFAS
439
Level Four Advisory Services
Texas
$8.24M +$11.1K +68 +0.1%
KFP
440
Keystone Financial Planning
Ohio
$8.24M -$625K -3,824 -7%
SC
441
Savant Capital
Illinois
$8.23M +$35.5K +217 +0.4%
CG
442
Cynosure Group
Utah
$8.2M +$8.2M +50,154 New
BIA
443
Biondo Investment Advisors
Pennsylvania
$8.2M +$243K +1,485 +3%
GIA
444
Guyasuta Investment Advisors
Pennsylvania
$8.19M -$95.8K -586 -1%
SBWIC
445
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.16M -$204K -1,248 -2%
Man Group
446
Man Group
United Kingdom
$8.1M +$8.1M +49,502 New
VPIM
447
Vanguard Personalized Indexing Management
California
$8.04M +$1.13M +6,895 +16%
GCC
448
Game Creek Capital
Massachusetts
$8.03M +$2.12M +12,950 +36%
LIM
449
Lathrop Investment Management
Arkansas
$8.03M -$25.7K -157 -0.3%
CC
450
Courier Capital
New York
$8.02M -$121K -740 -1%