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 %
IAA
451
Independent Advisor Alliance
North Carolina
$7.99M +$64.8K +396 +0.8%
SCM
452
Schnieders Capital Management
California
$7.98M -$72.8K -445 -0.9%
LA
453
Lynch & Associates
Indiana
$7.97M +$161K +986 +2%
FT
454
Fiduciary Trust
Massachusetts
$7.94M +$199K +1,217 +3%
CRC
455
Curi RMB Capital
Illinois
$7.93M -$364K -2,226 -4%
SG Americas Securities
456
SG Americas Securities
New York
$7.88M +$6.36M +38,889 +419%
LW
457
Linscomb Wealth
Texas
$7.87M -$207K -1,268 -3%
CI
458
CX Institutional
Indiana
$7.87M -$128K -782 -2%
CIC
459
Cutler Investment Counsel
Oregon
$7.86M +$437K +2,673 +6%
CCM
460
Cohen Capital Management
California
$7.79M
KCPG
461
Kavar Capital Partners Group
Kansas
$7.78M +$3.8M +23,243 +96%
EWM
462
Evercore Wealth Management
New York
$7.76M +$456K +2,789 +6%
NMERB
463
New Mexico Educational Retirement Board
New Mexico
$7.73M
AMG
464
Advisors Management Group
Wisconsin
$7.72M +$154K +939 +2%
AWAG
465
ARS Wealth Advisors Group
Florida
$7.71M -$1.3M -7,922 -14%
GCM
466
Gibraltar Capital Management
Oklahoma
$7.58M -$572K -3,497 -7%
DWM
467
Dorchester Wealth Management
Quebec, Canada
$7.57M -$94K -575 -1%
NC
468
Nicholas Company
Wisconsin
$7.55M
CSIC
469
Clifford Swan Investment Counsel
California
$7.54M -$315K -1,924 -4%
PCIA
470
Prime Capital Investment Advisors
Kansas
$7.5M +$1.88M +11,494 +33%
ClearBridge Investments
471
ClearBridge Investments
New York
$7.47M +$1.84M +11,247 +33%
GIA
472
Gladstone Institutional Advisory
Florida
$7.44M -$125K -765 -2%
AWM
473
Apollon Wealth Management
South Carolina
$7.44M +$859K +5,255 +13%
WT
474
Whittier Trust
California
$7.42M +$63.9K +391 +0.9%
IAN
475
Integrated Advisors Network
Texas
$7.42M -$27.6K -169 -0.4%