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 %
NB
476
Norinchukin Bank
Japan
$7.41M -$770K -4,705 -9%
MWM
477
Meridian Wealth Management
Kentucky
$7.41M -$6.85M -41,892 -48%
CIM
478
Chiron Investment Management
New York
$7.37M -$4.11M -25,128 -36%
WP
479
WealthPLAN Partners
Nebraska
$7.36M +$135K +826 +2%
Kovitz Investment Group Partners
480
Kovitz Investment Group Partners
Illinois
$7.32M -$71.6K -438 -1%
NB
481
NBT Bank
New York
$7.31M +$490K +2,998 +7%
TAM
482
Tocqueville Asset Management
New York
$7.31M -$202K -1,234 -3%
AMBIA
483
Allen Mooney & Barnes Investment Advisors
Georgia
$7.29M +$65.1K +398 +0.9%
IF
484
Insight Folios
North Carolina
$7.29M +$216K +1,318 +3%
CWP
485
Cyndeo Wealth Partners
Florida
$7.15M +$1.07M +6,543 +18%
WTFG
486
Wells Trecaso Financial Group
Ohio
$7.09M +$65.7K +402 +0.9%
EDRH
487
Edmond de Rothschild Holding
Switzerland
$7.05M -$402K -2,460 -5%
CAM
488
Columbia Asset Management
Michigan
$7.05M +$54K +330 +0.8%
BCM
489
Barometer Capital Management
Ontario, Canada
$7.05M +$7.05M +43,470 New
MCM
490
Marathon Capital Management
Maryland
$7.03M -$59.2K -362 -0.8%
BAMF
491
BI Asset Management Fondsmaeglerselskab
Denmark
$7M -$1.04M -6,334 -13%
VDBMI
492
Van Den Berg Management I
Texas
$6.96M -$91.3K -558 -1%
OGC
493
Oak Grove Capital
New Hampshire
$6.95M +$2.6M +15,875 +60%
IIC
494
Ironwood Investment Counsel
Arizona
$6.91M -$534K -3,262 -7%
XF
495
XML Financial
Maryland
$6.87M +$15.2K +93 +0.2%
CCIA
496
Cherry Creek Investment Advisors
Colorado
$6.8M +$67.4K +412 +1%
AC
497
Addenda Capital
Quebec, Canada
$6.8M -$6.87K -42 -0.1%
BHWA
498
Beacon Harbor Wealth Advisors
Virginia
$6.8M +$2.6M +15,902 +62%
AGC
499
Aspen Grove Capital
Colorado
$6.78M +$22.6K +138 +0.3%
IEFM
500
IQ EQ Fund Management
Ireland
$6.76M +$6.76M +41,346 New