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 %
SMI
526
Shelter Mutual Insurance
Missouri
$6.3M
FDCDDQ
527
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.27M -$6.37M -38,962 -50%
BFG
528
Berger Financial Group
Minnesota
$6.26M +$56.6K +346 +0.9%
GLA
529
Great Lakes Advisors
Illinois
$6.24M +$3.07M +18,762 +97%
MFA
530
Mayflower Financial Advisors
Massachusetts
$6.2M -$157K -962 -2%
MAM
531
Madison Asset Management
Wisconsin
$6.19M +$1.39M +8,500 +29%
FTA
532
Financial & Tax Architects
Missouri
$6.18M -$449K -2,743 -7%
BBHC
533
Brown Brothers Harriman & Co
New York
$6.17M -$359K -2,196 -6%
HEIP
534
Hudson Edge Investment Partners
New Jersey
$6.12M -$511K -3,126 -8%
MLICM
535
Metropolitan Life Insurance Company (MetLife)
New York
$6.08M -$85.7K -524 -1%
TA
536
Tectonic Advisors
Texas
$6.07M +$256K +1,566 +4%
RBC
537
Romano Brothers & Co
Illinois
$6.06M -$70.5K -431 -1%
PSP
538
Principal Street Partners
Tennessee
$6.05M -$128K -785 -2%
BL
539
BCWM LLC
Kansas
$6.01M -$70.3K -430 -1%
CL
540
Choreo LLC
Illinois
$6M +$2.83M +17,331 +90%
FMWA
541
Forvis Mazars Wealth Advisors
Missouri
$5.97M -$298K -1,823 -5%
ATIA
542
American Trust Investment Advisors
New Hampshire
$5.95M +$49.9K +305 +0.8%
Group One Trading
543
Group One Trading
Illinois
$5.92M -$4.71M -28,818 -44%
BIMC
544
Benson Investment Management Company
Virginia
$5.91M +$24.2K +148 +0.4%
FCBT
545
First Citizens Bank & Trust
North Carolina
$5.88M -$319K -1,953 -5%
RB
546
Rodgers Brothers
Pennsylvania
$5.86M -$825K -5,045 -12%
BCM
547
Birmingham Capital Management
Alabama
$5.84M -$109K -665 -2%
LCM
548
Laurion Capital Management
New York
$5.75M +$5.75M +35,127 New
Dodge & Cox
549
Dodge & Cox
California
$5.72M -$35.2K -215 -0.6%
LNC
550
Lincoln National Corp
Pennsylvania
$5.7M +$44.2K +270 +0.8%