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 %
O
501
Ossiam
France
$6.72M -$28.9M -176,473 -81%
AIP
502
Ameritas Investment Partners
Nebraska
$6.68M -$714K -4,366 -10%
NEI
503
Northwest & Ethical Investments
Ontario, Canada
$6.66M -$4.7M -28,732 -41%
MPM
504
Meritage Portfolio Management
Kansas
$6.65M -$40.2K -246 -0.6%
CIC
505
Carnegie Investment Counsel
Ohio
$6.64M +$56.6K +346 +0.9%
BFIC
506
Bedell Frazier Investment Counselling
California
$6.62M +$3.85M +23,531 +139%
CCMINC
507
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.61M -$27.1K -166 -0.4%
WAM
508
Winslow Asset Management
Ohio
$6.57M +$290K +1,771 +5%
FDDB
509
Fidelity D&D Bancorp
Pennsylvania
$6.56M +$72.1K +441 +1%
WG
510
Winton Group
United Kingdom
$6.51M -$1.06M -6,482 -14%
IWC
511
Integrated Wealth Concepts
Massachusetts
$6.48M -$870K -5,318 -12%
SWIG
512
Strategic Wealth Investment Group
Kentucky
$6.46M +$931K +5,693 +17%
CCM
513
Coldstream Capital Management
Washington
$6.46M +$82.6K +505 +1%
LNWTC
514
Laird Norton Wetherby Trust Company
Washington
$6.46M +$6.46M +39,500 New
Envestnet Portfolio Solutions
515
Envestnet Portfolio Solutions
Illinois
$6.46M -$917K -5,604 -12%
BCM
516
Bayesian Capital Management
New York
$6.44M +$6.44M +39,388 New
PGA
517
Portland Global Advisors
Maine
$6.44M +$83.1K +508 +1%
GBWM
518
Granite Bay Wealth Management
New Hampshire
$6.38M -$48.4K -320 -0.8%
TAIM
519
Te Ahumairangi Investment Management
New Zealand
$6.37M -$2.4M -14,660 -27%
SS
520
Simplicity Solutions
Minnesota
$6.36M +$454K +2,775 +8%
RAM
521
Riggs Asset Management
Pennsylvania
$6.35M -$3.11K -19 -0%
LG
522
LaFleur & Godfrey
Michigan
$6.35M +$2.85M +17,400 +81%
RG
523
Rathbones Group
United Kingdom
$6.34M -$279K -1,704 -4%
TFA
524
Toth Financial Advisory
Virginia
$6.33M -$188K -1,147 -3%
GIM
525
Goelzer Investment Management
Indiana
$6.31M +$19.5K +119 +0.3%